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
351
$47.2K 0.01%
600
352
$46.6K 0.01%
1,095
+27
353
$46.3K 0.01%
406
354
$45.8K 0.01%
356
355
$45.7K 0.01%
560
356
$45.1K 0.01%
550
357
$44.6K 0.01%
376
-300
358
$44.5K 0.01%
600
359
$42.9K 0.01%
463
360
$42.9K 0.01%
300
361
$42.3K 0.01%
3,500
362
$41.5K 0.01%
326
363
$37.5K 0.01%
533
364
$37.3K 0.01%
1,000
365
$36.7K 0.01%
608
366
$36.4K 0.01%
2,000
367
$35.7K 0.01%
2,000
368
$35.7K 0.01%
250
369
$35.3K 0.01%
453
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370
$35.1K 0.01%
458
371
$35.1K 0.01%
402
-48
372
$35.1K 0.01%
268
373
$32.7K 0.01%
260
374
$32.5K 0.01%
790
375
$32.3K 0.01%
419
13 14
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