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
601
$367 ﹤0.01%
+6
602
$367 ﹤0.01%
+11
603
$367 ﹤0.01%
+6
604
$366 ﹤0.01%
+8
605
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+1
606
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8
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607
$362 ﹤0.01%
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$361 ﹤0.01%
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$353 ﹤0.01%
+4
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$353 ﹤0.01%
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618
$352 ﹤0.01%
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$351 ﹤0.01%
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$351 ﹤0.01%
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621
$350 ﹤0.01%
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622
$350 ﹤0.01%
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623
$350 ﹤0.01%
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624
$349 ﹤0.01%
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625
$349 ﹤0.01%
+2
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