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
$624M
AUM Growth
-$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.63M
3
+$1.45M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.1M
5
FVCB icon
FVCBankcorp
FVCB
+$852K

Top Sells

1
+$35.1M
2
+$9.32M
3
+$3.11M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.8M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.35M

Sector Composition

1 Technology 6.01%
2 Financials 4.67%
3 Healthcare 3.36%
4 Consumer Discretionary 3.21%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$117K 0.02%
913
252
$117K 0.02%
1,845
-15
253
$117K 0.02%
1,219
254
$115K 0.02%
4,072
-211
255
$112K 0.02%
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-286
256
$112K 0.02%
1,582
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257
$111K 0.02%
610
258
$110K 0.02%
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259
$110K 0.02%
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260
$108K 0.02%
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261
$107K 0.02%
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262
$107K 0.02%
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263
$106K 0.02%
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264
$106K 0.02%
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$105K 0.02%
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$103K 0.02%
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267
$103K 0.02%
753
268
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270
$102K 0.02%
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271
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$97.6K 0.02%
534
273
$97.1K 0.02%
1,797
274
$94.4K 0.02%
300
275
$93.4K 0.02%
2,663
9 10
11
12 13