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
151
$249K 0.05%
1,758
-249
152
$248K 0.05%
2,999
+261
153
$245K 0.05%
1,929
-152
154
$245K 0.05%
3,595
155
$243K 0.05%
14,323
-5,853
156
$240K 0.05%
1,350
157
$237K 0.05%
2,406
158
$236K 0.05%
8,510
-470
159
$229K 0.05%
2,675
160
$227K 0.05%
2,585
+75
161
$226K 0.05%
4,732
162
$223K 0.05%
1,300
163
$218K 0.04%
1,688
164
$214K 0.04%
3,878
+29
165
$212K 0.04%
5,989
166
$208K 0.04%
6,100
+1,950
167
$208K 0.04%
1,372
+304
168
$206K 0.04%
1,075
169
$205K 0.04%
434
170
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2,330
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171
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1,231
-2
172
$201K 0.04%
2,069
+182
173
$200K 0.04%
1,073
174
$199K 0.04%
693
175
$196K 0.04%
644
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7
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