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
476
$6.03K ﹤0.01%
300
477
$5.9K ﹤0.01%
58
478
$5.9K ﹤0.01%
143
479
$5.79K ﹤0.01%
60
480
$5.74K ﹤0.01%
+74
481
$5.53K ﹤0.01%
610
482
$5.46K ﹤0.01%
140
483
$5.37K ﹤0.01%
115
484
$5.36K ﹤0.01%
150
485
$4.93K ﹤0.01%
100
486
$4.47K ﹤0.01%
108
+10
487
$4.38K ﹤0.01%
80
488
$4.34K ﹤0.01%
+158
489
$4.17K ﹤0.01%
29
+3
490
$3.98K ﹤0.01%
160
491
$3.86K ﹤0.01%
75
+17
492
$3.8K ﹤0.01%
+36
493
$3.7K ﹤0.01%
50
494
$3.6K ﹤0.01%
87
495
$3.52K ﹤0.01%
+59
496
$3.48K ﹤0.01%
5
497
$3.13K ﹤0.01%
5
+3
498
$3.01K ﹤0.01%
547
499
$3K ﹤0.01%
180
500
$2.98K ﹤0.01%
23
+3
18 19
20
21 22