EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
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
+$1.72M
2
+$1.07M
3
+$869K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$535K
5
PMAR icon
Innovator US Equity Power Buffer ETF March
PMAR
+$401K

Top Sells

1
+$4.03M
2
+$3.82M
3
+$2.85M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.43M
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
526
$149 ﹤0.01%
8
527
$133 ﹤0.01%
1
528
$90 ﹤0.01%
+8
529
$73 ﹤0.01%
1
530
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4
531
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-500
532
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533
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534
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536
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537
$23 ﹤0.01%
2
538
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545
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