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
101
$455K 0.09%
789
+36
102
$447K 0.09%
3,264
+51
103
$436K 0.09%
1,904
+100
104
$427K 0.09%
3,045
-18
105
$427K 0.09%
4,091
+353
106
$424K 0.09%
20,588
107
$422K 0.09%
5,513
-1,289
108
$421K 0.08%
16,244
109
$415K 0.08%
1,078
110
$415K 0.08%
4,469
+193
111
$412K 0.08%
+12,800
112
$412K 0.08%
5,874
113
$401K 0.08%
16,352
-302
114
$397K 0.08%
5,459
-195
115
$397K 0.08%
3,919
-470
116
$384K 0.08%
4,582
-40
117
$382K 0.08%
14,513
-8,419
118
$375K 0.08%
2,265
-4
119
$359K 0.07%
536
-8
120
$352K 0.07%
1,751
+131
121
$346K 0.07%
3,459
+108
122
$344K 0.07%
7,077
-500
123
$324K 0.07%
8,665
+361
124
$323K 0.07%
9,897
+3,365
125
$321K 0.06%
5,912
3 4
5
6 7