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
651
$319 ﹤0.01%
5
-67
652
$319 ﹤0.01%
+2
653
$315 ﹤0.01%
+4
654
$311 ﹤0.01%
+2
655
$304 ﹤0.01%
+2
656
$293 ﹤0.01%
+2
657
$283 ﹤0.01%
+1
658
$259 ﹤0.01%
+1
659
$254 ﹤0.01%
+1
660
$248 ﹤0.01%
+1
661
$242 ﹤0.01%
+1
662
$198 ﹤0.01%
+3
663
$184 ﹤0.01%
1
664
$183 ﹤0.01%
8
665
$171 ﹤0.01%
38
666
$170 ﹤0.01%
100
667
$163 ﹤0.01%
8
668
$151 ﹤0.01%
1
669
$142 ﹤0.01%
5
670
$142 ﹤0.01%
8
671
$122 ﹤0.01%
+1
672
$80 ﹤0.01%
9
673
$76 ﹤0.01%
9
674
$35 ﹤0.01%
+2
675
$23 ﹤0.01%
2
24 25 26
27
28