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
26
$4M 0.64%
144,697
-67
27
$3.69M 0.59%
4,073
-110
28
$3.14M 0.5%
7,730
+17
29
$3.12M 0.5%
71,042
30
$3.06M 0.49%
76,112
-26,704
31
$2.91M 0.47%
7,773
32
$2.85M 0.46%
11,402
+96
33
$2.79M 0.45%
10,613
-52
34
$2.77M 0.44%
15,886
-118
35
$2.56M 0.41%
5,076
36
$2.49M 0.4%
20,164
+144
37
$2.49M 0.4%
7,230
38
$2.45M 0.39%
42,695
-2,843
39
$2.42M 0.39%
11,062
-56
40
$2.36M 0.38%
47,782
-1,363
41
$2.31M 0.37%
18,536
+157
42
$2.13M 0.34%
11,643
+43
43
$1.98M 0.32%
12,254
+137
44
$1.85M 0.3%
11,204
+38
45
$1.78M 0.29%
25,179
+2,945
46
$1.78M 0.28%
2,088
-60
47
$1.7M 0.27%
38,925
-4,006
48
$1.63M 0.26%
3,001
49
$1.63M 0.26%
6,377
+56
50
$1.59M 0.25%
26,433
-508
1
2
3 4 5