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
101
$711K 0.11%
5,048
102
$687K 0.11%
34,562
-2,500
103
$678K 0.11%
2,626
-319
104
$674K 0.11%
1,214
105
$670K 0.11%
2,796
-86
106
$669K 0.11%
1,187
-71
107
$668K 0.11%
1,735
-16
108
$667K 0.11%
28,038
-1,006
109
$662K 0.11%
4,838
-54
110
$656K 0.11%
10,475
-825
111
$647K 0.1%
4,579
112
$635K 0.1%
2,974
113
$607K 0.1%
5,015
-40
114
$598K 0.1%
23,022
-120
115
$583K 0.09%
3,438
+40
116
$576K 0.09%
1,728
-1
117
$576K 0.09%
20,592
+5,636
118
$570K 0.09%
4,167
-290
119
$567K 0.09%
1,702
120
$565K 0.09%
8,829
+310
121
$564K 0.09%
1,279
122
$560K 0.09%
14,305
123
$544K 0.09%
2,750
-349
124
$539K 0.09%
1,154
-25
125
$525K 0.08%
7,077
3 4
5
6 7