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
476
$7.29K ﹤0.01%
+71
477
$7.22K ﹤0.01%
100
478
$6.96K ﹤0.01%
143
479
$6.95K ﹤0.01%
+107
480
$6.86K ﹤0.01%
50
481
$6.81K ﹤0.01%
+110
482
$6.81K ﹤0.01%
139
483
$6.78K ﹤0.01%
638
+531
484
$6.59K ﹤0.01%
38
+10
485
$6.57K ﹤0.01%
+160
486
$6.35K ﹤0.01%
90
487
$6.14K ﹤0.01%
+125
488
$5.89K ﹤0.01%
233
489
$5.86K ﹤0.01%
58
490
$5.81K ﹤0.01%
115
+90
491
$5.74K ﹤0.01%
42
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492
$5.71K ﹤0.01%
140
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$5.3K ﹤0.01%
115
494
$5.23K ﹤0.01%
224
495
$5.05K ﹤0.01%
52
496
$4.95K ﹤0.01%
+155
497
$4.92K ﹤0.01%
205
498
$4.73K ﹤0.01%
177
499
$4.69K ﹤0.01%
300
500
$4.6K ﹤0.01%
367
+198