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
76
$763K 0.14%
1,629
+4
77
$757K 0.14%
1,471
+473
78
$744K 0.14%
42,999
+9,385
79
$743K 0.14%
3,294
-24
80
$733K 0.14%
3,031
-21
81
$732K 0.14%
2,541
+124
82
$727K 0.13%
1,218
+140
83
$725K 0.13%
1,329
+199
84
$704K 0.13%
7,507
+1,560
85
$691K 0.13%
4,394
+5
86
$679K 0.13%
28,764
+1,534
87
$662K 0.12%
2,829
-899
88
$656K 0.12%
4,047
-243
89
$648K 0.12%
4,343
+321
90
$645K 0.12%
1,124
-39
91
$635K 0.12%
3,030
+11
92
$633K 0.12%
4,932
+867
93
$631K 0.12%
5,656
-158
94
$621K 0.11%
14,167
-16
95
$602K 0.11%
7,277
-200
96
$598K 0.11%
5,105
97
$586K 0.11%
1,751
98
$581K 0.11%
23,154
-105
99
$575K 0.11%
3,195
-70
100
$569K 0.11%
32,247
-2,800
2 3
4
5 6