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
76
$737K 0.15%
2,511
+42
77
$724K 0.15%
10,666
78
$718K 0.14%
1,561
+91
79
$690K 0.14%
3,187
-37
80
$686K 0.14%
4,159
+6
81
$681K 0.14%
5,813
82
$648K 0.13%
2,265
+209
83
$643K 0.13%
1,768
84
$602K 0.12%
5,706
-563
85
$580K 0.12%
3,034
+68
86
$573K 0.12%
27,320
-250
87
$571K 0.12%
3,436
+141
88
$569K 0.11%
2,353
+126
89
$561K 0.11%
24,822
-2,376
90
$557K 0.11%
14,683
-363
91
$552K 0.11%
8,705
-8
92
$550K 0.11%
3,373
+297
93
$538K 0.11%
8,619
+248
94
$529K 0.11%
6,757
+97
95
$525K 0.11%
5,378
-110
96
$524K 0.11%
4,269
-500
97
$524K 0.11%
3,298
-58
98
$507K 0.1%
1,151
+92
99
$481K 0.1%
1,215
-265
100
$480K 0.1%
2,316
+423
2 3
4
5 6