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
126
$319K 0.06%
4,239
127
$317K 0.06%
11,781
-1,294
128
$314K 0.06%
813
129
$313K 0.06%
1,825
-225
130
$311K 0.06%
1,554
131
$308K 0.06%
6,482
-5,310
132
$307K 0.06%
1,504
-70
133
$303K 0.06%
8,895
-1,378
134
$300K 0.06%
10,500
-1,265
135
$299K 0.06%
5,989
-125
136
$299K 0.06%
6,057
+60
137
$299K 0.06%
2,429
+78
138
$294K 0.06%
1,511
+840
139
$290K 0.06%
1,269
-810
140
$287K 0.06%
861
141
$285K 0.06%
9,534
-429
142
$283K 0.06%
3,252
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143
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5,337
-7,573
144
$277K 0.06%
1,389
-260
145
$269K 0.05%
6,580
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146
$265K 0.05%
3,784
-277
147
$263K 0.05%
1,342
-1,430
148
$259K 0.05%
9,608
149
$256K 0.05%
3,151
150
$250K 0.05%
1,740
4 5
6
7 8