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
201
$150K 0.03%
2,094
202
$150K 0.03%
1,325
203
$148K 0.03%
3,805
-25
204
$147K 0.03%
2,017
205
$146K 0.03%
1,917
-1,587
206
$146K 0.03%
3,216
207
$135K 0.03%
600
208
$134K 0.03%
1,440
209
$130K 0.03%
930
-200
210
$129K 0.03%
2,421
+1,097
211
$129K 0.03%
3,179
212
$128K 0.03%
886
+372
213
$128K 0.03%
2,350
214
$128K 0.03%
5,300
215
$127K 0.03%
+1,103
216
$125K 0.03%
2,129
217
$123K 0.02%
3,382
+250
218
$123K 0.02%
1,390
-1,430
219
$118K 0.02%
748
220
$117K 0.02%
4,090
221
$117K 0.02%
2,548
222
$115K 0.02%
250
223
$115K 0.02%
2,160
+320
224
$114K 0.02%
1,190
225
$114K 0.02%
320
7 8
9
10 11