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
176
$194K 0.04%
812
177
$193K 0.04%
642
+389
178
$192K 0.04%
2,515
179
$191K 0.04%
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180
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181
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182
$184K 0.04%
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184
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185
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535
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186
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134
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187
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188
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190
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192
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196
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197
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198
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199
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200
$152K 0.03%
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