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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
$542M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.8M
3
+$2.41M
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$1.89M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.86M

Top Sells

1
+$25.7M
2
+$2.92M
3
+$2.61M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.61M
5
AAPL icon
Apple
AAPL
+$1.07M

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
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