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
526
$1.66K ﹤0.01%
24
527
$1.64K ﹤0.01%
21
528
$1.62K ﹤0.01%
24
529
$1.58K ﹤0.01%
420
530
$1.58K ﹤0.01%
43
531
$1.56K ﹤0.01%
21
+5
532
$1.55K ﹤0.01%
6
+1
533
$1.55K ﹤0.01%
10
534
$1.54K ﹤0.01%
+19
535
$1.53K ﹤0.01%
25
+15
536
$1.47K ﹤0.01%
35
+25
537
$1.41K ﹤0.01%
27
+13
538
$1.35K ﹤0.01%
9
539
$1.22K ﹤0.01%
21
540
$1.18K ﹤0.01%
50
541
$1.18K ﹤0.01%
32
542
$1.17K ﹤0.01%
22
543
$1.11K ﹤0.01%
40
544
$1.05K ﹤0.01%
6
+4
545
$1.02K ﹤0.01%
26
546
$963 ﹤0.01%
5
547
$962 ﹤0.01%
48
-147
548
$959 ﹤0.01%
50
549
$914 ﹤0.01%
21
550
$854 ﹤0.01%
+5
20 21
22
23 24