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
51
$1.16M 0.21%
13,795
+1,196
52
$1.16M 0.21%
7,466
-121
53
$1.14M 0.21%
10,250
-440
54
$1.13M 0.21%
7,199
-1,260
55
$1.12M 0.21%
19,976
+16,673
56
$1.1M 0.2%
4,667
+67
57
$1.09M 0.2%
4,512
-101
58
$1.08M 0.2%
11,169
-2,043
59
$1.08M 0.2%
21,720
+9,170
60
$1.07M 0.2%
2,743
+1
61
$1.07M 0.2%
57,435
-354
62
$1.03M 0.19%
10,352
+125
63
$1.01M 0.19%
2,891
-43
64
$966K 0.18%
6,855
+225
65
$964K 0.18%
3,213
+946
66
$949K 0.18%
18,789
-624
67
$940K 0.17%
6,413
+20
68
$917K 0.17%
3,690
+674
69
$881K 0.16%
2,837
+440
70
$853K 0.16%
10,134
+2,335
71
$842K 0.16%
3,062
-118
72
$793K 0.15%
10,671
+5
73
$784K 0.14%
5,161
-107
74
$782K 0.14%
1,658
-2
75
$772K 0.14%
4,121
-26
1 2
3
4 5