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
501
$1.15K ﹤0.01%
36
+31
502
$1.08K ﹤0.01%
30
503
$988 ﹤0.01%
26
+4
504
$980 ﹤0.01%
40
505
$939 ﹤0.01%
50
506
$919 ﹤0.01%
5
507
$869 ﹤0.01%
21
508
$705 ﹤0.01%
25
509
$512 ﹤0.01%
16
510
$452 ﹤0.01%
15
-2
511
$450 ﹤0.01%
10
512
$446 ﹤0.01%
38
513
$426 ﹤0.01%
3
514
$423 ﹤0.01%
7
515
$324 ﹤0.01%
23
516
$293 ﹤0.01%
5
517
$264 ﹤0.01%
2
518
$253 ﹤0.01%
71
519
$231 ﹤0.01%
15
520
$218 ﹤0.01%
+48
521
$205 ﹤0.01%
8
522
$173 ﹤0.01%
5
523
$166 ﹤0.01%
1
524
$154 ﹤0.01%
18
525
$151 ﹤0.01%
100
19 20
21
22 23