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

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
426
$14.2K ﹤0.01%
35
427
$13.8K ﹤0.01%
300
428
$13.6K ﹤0.01%
186
429
$13.5K ﹤0.01%
130
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$13.5K ﹤0.01%
42
431
$13.4K ﹤0.01%
1,266
432
$13.2K ﹤0.01%
+250
433
$13.2K ﹤0.01%
179
434
$12.6K ﹤0.01%
238
435
$12.5K ﹤0.01%
109
436
$12.4K ﹤0.01%
308
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$12.3K ﹤0.01%
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$12.2K ﹤0.01%
153
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$11.7K ﹤0.01%
65
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$11.7K ﹤0.01%
220
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$11.6K ﹤0.01%
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$11.5K ﹤0.01%
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$11.4K ﹤0.01%
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$11.2K ﹤0.01%
450
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$11.1K ﹤0.01%
125
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$11K ﹤0.01%
340
-1,986
447
$10.9K ﹤0.01%
180
448
$10.8K ﹤0.01%
50
449
$10.5K ﹤0.01%
200
450
$10.4K ﹤0.01%
298