EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
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
+$1.74M
2
+$1.64M
3
+$1.46M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.07M
5
FVCB icon
FVCBankcorp
FVCB
+$865K

Top Sells

1
+$35M
2
+$9.31M
3
+$3.07M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.8M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.3M

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%
8,524
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155
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861
156
$334K 0.05%
424
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157
$318K 0.05%
2,002
-507
158
$317K 0.05%
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159
$315K 0.05%
2,130
160
$307K 0.05%
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161
$304K 0.05%
9,102
162
$304K 0.05%
1,275
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163
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164
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165
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166
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2,354
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167
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2,454
168
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169
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170
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995
171
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693
172
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10,512
173
$262K 0.04%
8,505
174
$261K 0.04%
1,350
175
$249K 0.04%
2,340
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7
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