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
276
$93.3K 0.02%
858
277
$93.1K 0.01%
5,300
278
$91.1K 0.01%
399
+280
279
$88.3K 0.01%
1,900
-125
280
$87.8K 0.01%
3,200
281
$87.1K 0.01%
1,879
282
$85.5K 0.01%
1,255
-345
283
$84.7K 0.01%
600
284
$83.9K 0.01%
872
285
$83K 0.01%
546
286
$82.9K 0.01%
614
287
$82.5K 0.01%
475
288
$82.1K 0.01%
1,150
289
$82K 0.01%
935
290
$81.7K 0.01%
1,485
291
$79.6K 0.01%
1,021
292
$78.9K 0.01%
350
293
$78.6K 0.01%
600
294
$78.5K 0.01%
1,602
-200
295
$77.8K 0.01%
288
296
$77.4K 0.01%
1,290
297
$77.4K 0.01%
+451
298
$77.2K 0.01%
49
299
$77.1K 0.01%
534
-118
300
$76.8K 0.01%
210
10 11
12
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