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
151
$360K 0.06%
1,770
152
$356K 0.06%
3,228
153
$355K 0.06%
8,928
154
$354K 0.06%
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155
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156
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159
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161
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167
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173
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174
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1,350
175
$249K 0.04%
2,340
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