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
176
$211K 0.04%
2,520
-400
177
$210K 0.04%
2,515
178
$205K 0.04%
2,415
179
$202K 0.04%
+8,700
180
$199K 0.04%
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181
$195K 0.04%
814
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182
$194K 0.04%
1,591
+3
183
$189K 0.03%
606
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184
$189K 0.03%
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185
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746
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186
$188K 0.03%
2,021
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187
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2,350
+10
188
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1,067
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189
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1,223
190
$180K 0.03%
6,000
191
$179K 0.03%
4,915
+3,431
192
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193
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194
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195
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1,496
196
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197
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4,159
-1,812
198
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980
+40
199
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4,043
+40
200
$152K 0.03%
499
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