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EWM

Evermay Wealth Management Portfolio holdings

AUM $902M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
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
$62 ﹤0.01%
4
531
$59 ﹤0.01%
1
-500
532
$58 ﹤0.01%
8
533
$35 ﹤0.01%
5
534
$31 ﹤0.01%
27
535
– –
0
536
– –
0
537
$23 ﹤0.01%
2
538
– –
-894
539
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-100
540
– –
-1,450
541
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542
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543
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544
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545
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-400
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548
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