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
76
$1.08M 0.17%
10,666
77
$1.06M 0.17%
5,220
-636
78
$1.05M 0.17%
95,914
+78,064
79
$987K 0.16%
4,595
80
$979K 0.16%
3,680
-25
81
$955K 0.15%
35,924
82
$954K 0.15%
2,188
+230
83
$953K 0.15%
4,040
84
$936K 0.15%
4,041
85
$920K 0.15%
8,358
86
$915K 0.15%
26,827
+15,004
87
$892K 0.14%
18,770
-386
88
$861K 0.14%
1,589
-67
89
$854K 0.14%
1,435
+52
90
$823K 0.13%
19,551
-725
91
$817K 0.13%
2,616
-31
92
$775K 0.12%
3,206
-64
93
$774K 0.12%
48,509
+579
94
$764K 0.12%
3,050
+58
95
$758K 0.12%
2,754
-99
96
$749K 0.12%
25,850
97
$727K 0.12%
4,647
+294
98
$726K 0.12%
1,123
99
$714K 0.11%
2,779
+900
100
$713K 0.11%
2,349
-480
2 3
4
5 6