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
$542M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$14M
3
+$2.64M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.08M
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$1.97M

Top Sells

1
+$25.8M
2
+$2.92M
3
+$2.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
AAPL icon
Apple
AAPL
+$1.12M

Sector Composition

1 Technology 6.05%
2 Financials 5.08%
3 Healthcare 3.5%
4 Consumer Discretionary 3.5%
5 Industrials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 0.47%
7,361
-58
27
$2.5M 0.46%
4,288
+661
28
$2.42M 0.45%
7,788
-351
29
$2.41M 0.45%
11,301
-780
30
$2.33M 0.43%
48,580
-937
31
$2.15M 0.4%
57,703
+52,803
32
$1.9M 0.35%
17,366
+549
33
$1.89M 0.35%
11,083
-1,925
34
$1.88M 0.35%
6,327
-418
35
$1.88M 0.35%
45,642
-1,100
36
$1.84M 0.34%
5,186
+1,190
37
$1.83M 0.34%
12,224
-60
38
$1.66M 0.31%
49,700
-20,417
39
$1.46M 0.27%
2,936
+1
40
$1.41M 0.26%
2,114
-609
41
$1.38M 0.26%
2,624
-737
42
$1.36M 0.25%
5,985
-253
43
$1.33M 0.24%
71,710
-514
44
$1.32M 0.24%
46,179
+4,288
45
$1.31M 0.24%
21,627
-1,980
46
$1.3M 0.24%
4,274
-2
47
$1.28M 0.24%
9,795
+3
48
$1.21M 0.22%
16,985
+5
49
$1.17M 0.22%
23,107
-478
50
$1.16M 0.22%
7,382
+1,290
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