EWM

Evermay Wealth Management Portfolio holdings

AUM $812M
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$496M
AUM Growth
+$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.08M
3
+$862K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$517K
5
PMAR icon
Innovator US Equity Power Buffer ETF March
PMAR
+$412K

Top Sells

1
+$4.03M
2
+$3.92M
3
+$2.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.73M

Sector Composition

1 Technology 5.26%
2 Financials 5.08%
3 Healthcare 3.79%
4 Consumer Discretionary 3.12%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.46%
12,084
-633
27
$2.28M 0.46%
7,720
-367
28
$2.1M 0.42%
27,204
-58
29
$2.03M 0.41%
8,140
-243
30
$2.01M 0.41%
53,172
+13,691
31
$1.99M 0.4%
7,121
+81
32
$1.94M 0.39%
47,926
-5,838
33
$1.9M 0.38%
11,505
+10,600
34
$1.88M 0.38%
17,557
+2,029
35
$1.7M 0.34%
12,310
-44
36
$1.6M 0.32%
3,382
+41
37
$1.51M 0.31%
7,686
+144
38
$1.4M 0.28%
14,148
-40,571
39
$1.38M 0.28%
2,777
+88
40
$1.36M 0.27%
3,946
+213
41
$1.34M 0.27%
8,622
-238
42
$1.3M 0.26%
8,179
-405
43
$1.3M 0.26%
13,488
-454
44
$1.29M 0.26%
9,797
-8
45
$1.26M 0.25%
72,576
-2,068
46
$1.16M 0.23%
67,678
+931
47
$1.11M 0.22%
10,142
+300
48
$1.11M 0.22%
4,533
49
$1.08M 0.22%
+37,000
50
$1.07M 0.22%
22,025
-5,459
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