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
551
$1.62K ﹤0.01%
24
552
$1.56K ﹤0.01%
6
553
$1.56K ﹤0.01%
168
-3,477
554
$1.54K ﹤0.01%
35
555
$1.51K ﹤0.01%
22
556
$1.45K ﹤0.01%
9
557
$1.39K ﹤0.01%
+18
558
$1.38K ﹤0.01%
36
559
$1.36K ﹤0.01%
50
560
$1.34K ﹤0.01%
+20
561
$1.31K ﹤0.01%
2
562
$1.3K ﹤0.01%
25
563
$1.16K ﹤0.01%
5
564
$1.13K ﹤0.01%
100
565
$1.12K ﹤0.01%
40
566
$1.06K ﹤0.01%
16
567
$1.05K ﹤0.01%
26
568
$1K ﹤0.01%
48
569
$956 ﹤0.01%
168
-3,986
570
$943 ﹤0.01%
140
571
$916 ﹤0.01%
5
572
$726 ﹤0.01%
21
573
$661 ﹤0.01%
14
574
$621 ﹤0.01%
30
575
$559 ﹤0.01%
113
21 22
23
24 25