EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
1-Year Est. Return
12.89%
1 Year Est. Return
+12.89%
AUM
$624M
AUM Growth
-$38.5M
(-5.8%)
Holding
636
Top Buys
| 1 | +$1.81M | |
| 2 | +$1.63M | |
| 3 | +$1.45M | |
| 4 |
Innovator US Equity Power Buffer ETF April
PAPR
|
+$1.1M |
| 5 |
FVCBankcorp
FVCB
|
+$852K |
Top Sells
| 1 | +$35.1M | |
| 2 | +$9.32M | |
| 3 | +$3.11M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2.8M |
| 5 |
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% |