EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
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
+$1.74M
2
+$1.64M
3
+$1.46M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.07M
5
FVCB icon
FVCBankcorp
FVCB
+$865K

Top Sells

1
+$35M
2
+$9.31M
3
+$3.07M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.8M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.3M

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
301
$76.7K 0.01%
5,800
302
$75.9K 0.01%
386
303
$74.8K 0.01%
513
304
$74.5K 0.01%
535
305
$74.2K 0.01%
2,204
306
$72.4K 0.01%
300
307
$72.1K 0.01%
193
308
$71.2K 0.01%
1,814
-362
309
$70.8K 0.01%
400
310
$70.6K 0.01%
400
311
$70.6K 0.01%
2,549
312
$70.5K 0.01%
3,906
313
$69.6K 0.01%
1,733
-778
314
$69K 0.01%
747
+725
315
$68.6K 0.01%
1,890
316
$68.5K 0.01%
491
317
$68.3K 0.01%
1,055
318
$66.1K 0.01%
1,600
319
$65.9K 0.01%
1,695
320
$65.7K 0.01%
180
321
$65.4K 0.01%
670
322
$65.2K 0.01%
300
323
$64.2K 0.01%
1,000
324
$63.9K 0.01%
1,160
325
$63.4K 0.01%
616
11 12
13
14 15