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
526
$2.68K ﹤0.01%
191
527
$2.68K ﹤0.01%
35
528
$2.67K ﹤0.01%
14
+13
529
$2.6K ﹤0.01%
99
530
$2.54K ﹤0.01%
40
531
$2.54K ﹤0.01%
610
532
$2.54K ﹤0.01%
97
533
$2.52K ﹤0.01%
147
534
$2.4K ﹤0.01%
+156
535
$2.36K ﹤0.01%
48
536
$2.33K ﹤0.01%
62
537
$2.26K ﹤0.01%
80
538
$2.17K ﹤0.01%
110
539
$2.17K ﹤0.01%
124
540
$2.16K ﹤0.01%
9
541
$2.12K ﹤0.01%
75
542
$2.11K ﹤0.01%
50
543
$2.04K ﹤0.01%
120
544
$2.02K ﹤0.01%
10
545
$2K ﹤0.01%
47
546
$1.9K ﹤0.01%
26
547
$1.82K ﹤0.01%
10
548
$1.79K ﹤0.01%
24
549
$1.65K ﹤0.01%
43
550
$1.63K ﹤0.01%
21
20 21
22
23 24