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
501
$4.33K ﹤0.01%
150
502
$4.32K ﹤0.01%
+14
503
$4.26K ﹤0.01%
+335
504
$4.12K ﹤0.01%
100
505
$4.1K ﹤0.01%
98
506
$4.09K ﹤0.01%
4
507
$4.06K ﹤0.01%
+102
508
$4.04K ﹤0.01%
32
-280
509
$3.97K ﹤0.01%
+200
510
$3.87K ﹤0.01%
+70
511
$3.79K ﹤0.01%
160
512
$3.75K ﹤0.01%
26
513
$3.68K ﹤0.01%
58
514
$3.68K ﹤0.01%
180
515
$3.65K ﹤0.01%
41
516
$3.63K ﹤0.01%
260
517
$3.5K ﹤0.01%
5
518
$3.38K ﹤0.01%
15
519
$3.22K ﹤0.01%
200
520
$3.19K ﹤0.01%
20
521
$3.12K ﹤0.01%
+45
522
$3.08K ﹤0.01%
92
523
$2.88K ﹤0.01%
146
524
$2.8K ﹤0.01%
38
525
$2.76K ﹤0.01%
27
19 20
21
22 23