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
451
$10.3K ﹤0.01%
150
452
$10.2K ﹤0.01%
709
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$10.1K ﹤0.01%
530
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$10.1K ﹤0.01%
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$9.99K ﹤0.01%
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500
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$9.77K ﹤0.01%
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$9.74K ﹤0.01%
20
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$9.72K ﹤0.01%
300
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$9.48K ﹤0.01%
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$9.48K ﹤0.01%
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$9.37K ﹤0.01%
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$8.74K ﹤0.01%
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$8.48K ﹤0.01%
+125
469
$8.38K ﹤0.01%
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470
$8.16K ﹤0.01%
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152
472
$8.03K ﹤0.01%
240
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$7.92K ﹤0.01%
+126
474
$7.77K ﹤0.01%
26
475
$7.7K ﹤0.01%
198