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
101
$566K 0.1%
11,024
-2,247
102
$528K 0.1%
11,550
+200
103
$512K 0.09%
1,732
+9
104
$501K 0.09%
3,045
105
$497K 0.09%
1,096
+577
106
$491K 0.09%
9,765
-39
107
$490K 0.09%
17,018
-1,194
108
$483K 0.09%
8,190
-367
109
$471K 0.09%
1,105
-666
110
$470K 0.09%
1,788
+433
111
$461K 0.09%
17,480
112
$459K 0.08%
2,956
-91
113
$456K 0.08%
3,094
+2,930
114
$453K 0.08%
1,843
+30
115
$430K 0.08%
8,734
+33
116
$427K 0.08%
4,047
-49
117
$426K 0.08%
5,459
118
$412K 0.08%
5,663
+11
119
$408K 0.08%
1,798
+2
120
$406K 0.08%
575
+450
121
$391K 0.07%
736
-49
122
$390K 0.07%
15,737
-388
123
$389K 0.07%
4,315
-27
124
$381K 0.07%
1,682
+10
125
$378K 0.07%
3,431
+22
3 4
5
6 7