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
$496M
AUM Growth
+$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.08M
3
+$862K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$517K
5
PMAR icon
Innovator US Equity Power Buffer ETF March
PMAR
+$412K

Top Sells

1
+$4.03M
2
+$3.92M
3
+$2.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.5M
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
51
$1.07M 0.22%
7,216
-127
52
$1.04M 0.21%
2,935
53
$1.03M 0.21%
19,608
-1,075
54
$1.01M 0.2%
20,290
-9,537
55
$996K 0.2%
4,699
-245
56
$993K 0.2%
3,447
+180
57
$975K 0.2%
16,980
58
$967K 0.2%
13,946
-172
59
$938K 0.19%
58,830
+12
60
$910K 0.18%
6,290
-371
61
$909K 0.18%
12,324
+3,047
62
$890K 0.18%
4,589
-150
63
$883K 0.18%
36,774
+4,791
64
$882K 0.18%
4,160
-243
65
$878K 0.18%
13,680
+360
66
$874K 0.18%
3,057
+127
67
$839K 0.17%
2,742
68
$817K 0.16%
4,769
-375
69
$812K 0.16%
19,907
-8,328
70
$810K 0.16%
38,435
-1,200
71
$805K 0.16%
3,603
+62
72
$771K 0.16%
7,871
-841
73
$771K 0.16%
44,017
+444
74
$768K 0.16%
1,663
-435
75
$752K 0.15%
7,235
-500
1 2
3
4 5