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
51
$1.55M 0.25%
4,263
-11
52
$1.55M 0.25%
64,314
-1,458,600
53
$1.52M 0.24%
16,980
54
$1.43M 0.23%
35,006
-3,518
55
$1.42M 0.23%
8,640
+200
56
$1.42M 0.23%
47,777
-408
57
$1.41M 0.23%
41,427
-10
58
$1.39M 0.22%
9,532
+628
59
$1.39M 0.22%
12,082
+395
60
$1.38M 0.22%
8,570
-790
61
$1.37M 0.22%
71,066
-198
62
$1.3M 0.21%
2,548
-22
63
$1.3M 0.21%
7,559
-25
64
$1.29M 0.21%
9,709
-39
65
$1.27M 0.2%
7,684
+697
66
$1.26M 0.2%
6,870
-100
67
$1.21M 0.19%
57,420
-123
68
$1.18M 0.19%
13,412
-375
69
$1.18M 0.19%
21,999
-1,063
70
$1.15M 0.19%
2,742
71
$1.14M 0.18%
3,352
72
$1.11M 0.18%
11,069
-95
73
$1.1M 0.18%
+31,830
74
$1.09M 0.18%
10,883
+342
75
$1.08M 0.17%
3,443
-105
1 2
3
4 5