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
201
$150K 0.03%
1,144
+4
202
$150K 0.03%
1,104
+894
203
$149K 0.03%
1,635
-317
204
$148K 0.03%
3,179
205
$148K 0.03%
703
-670
206
$145K 0.03%
1,102
+3
207
$145K 0.03%
1,460
+70
208
$145K 0.03%
+346
209
$145K 0.03%
2,350
210
$142K 0.03%
5,580
-450
211
$140K 0.03%
5,462
212
$140K 0.03%
1,103
213
$137K 0.03%
295
+1
214
$137K 0.03%
1,444
+4
215
$136K 0.03%
2,421
216
$131K 0.02%
37
-11
217
$131K 0.02%
714
-905
218
$131K 0.02%
+610
219
$131K 0.02%
305
220
$127K 0.02%
250
221
$126K 0.02%
373
+18
222
$125K 0.02%
308
+2
223
$125K 0.02%
1,779
+116
224
$122K 0.02%
614
+600
225
$122K 0.02%
1,866
-809
7 8
9
10 11