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
476
$2.62K ﹤0.01%
+35
477
$2.44K ﹤0.01%
194
-300
478
$2.23K ﹤0.01%
202
+20
479
$2.16K ﹤0.01%
14
-1
480
$2.1K ﹤0.01%
106
-535
481
$2.02K ﹤0.01%
40
+30
482
$1.91K ﹤0.01%
168
483
$1.89K ﹤0.01%
40
484
$1.87K ﹤0.01%
50
485
$1.77K ﹤0.01%
36
486
$1.53K ﹤0.01%
1
487
$1.53K ﹤0.01%
24
488
$1.5K ﹤0.01%
10
489
$1.47K ﹤0.01%
+7
490
$1.46K ﹤0.01%
23
491
$1.42K ﹤0.01%
35
492
$1.39K ﹤0.01%
5
493
$1.36K ﹤0.01%
420
494
$1.33K ﹤0.01%
30
495
$1.31K ﹤0.01%
20
496
$1.27K ﹤0.01%
+10
497
$1.25K ﹤0.01%
22
498
$1.22K ﹤0.01%
+17
499
$1.22K ﹤0.01%
32
500
$1.21K ﹤0.01%
+22
18 19
20
21 22