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
151
$287K 0.05%
2,675
+777
152
$272K 0.05%
5,000
153
$268K 0.05%
1,233
+79
154
$266K 0.05%
2,443
+14
155
$263K 0.05%
3,327
+32
156
$259K 0.05%
1,744
+1,729
157
$257K 0.05%
1,077
+2
158
$256K 0.05%
1,350
159
$253K 0.05%
17,850
160
$253K 0.05%
1,273
+2
161
$251K 0.05%
545
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162
$249K 0.05%
1,753
-47
163
$247K 0.05%
2,974
-127
164
$246K 0.05%
+2,983
165
$245K 0.05%
2,705
-971
166
$245K 0.05%
14,323
167
$244K 0.05%
929
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168
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4,382
169
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1,739
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170
$239K 0.04%
11,532
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171
$238K 0.04%
6,447
-1,329
172
$235K 0.04%
3,187
-408
173
$230K 0.04%
30,000
174
$218K 0.04%
694
+1
175
$216K 0.04%
828
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