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
126
$373K 0.07%
7,398
-512,558
127
$372K 0.07%
11,823
128
$369K 0.07%
8,705
129
$365K 0.07%
450
+29
130
$360K 0.07%
1,617
+318
131
$359K 0.07%
737
+647
132
$356K 0.07%
7,168
+112
133
$356K 0.07%
5,171
-32
134
$345K 0.06%
2,632
-3
135
$338K 0.06%
1,772
+2
136
$330K 0.06%
1,271
+2
137
$330K 0.06%
6,261
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138
$325K 0.06%
861
139
$324K 0.06%
3,328
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140
$322K 0.06%
9,928
+10
141
$320K 0.06%
9,219
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142
$315K 0.06%
2,209
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143
$310K 0.06%
6,482
144
$307K 0.06%
3,856
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145
$303K 0.06%
8,996
-767
146
$296K 0.05%
5,504
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147
$294K 0.05%
3,784
148
$294K 0.05%
1,690
+318
149
$289K 0.05%
184
150
$288K 0.05%
3,700
4 5
6
7 8