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
176
$249K 0.04%
3,141
+80
177
$249K 0.04%
1,045
-150
178
$245K 0.04%
2,690
179
$243K 0.04%
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180
$241K 0.04%
1,394
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181
$237K 0.04%
1,731
-8
182
$234K 0.04%
3,550
183
$234K 0.04%
59
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184
$233K 0.04%
2,415
185
$233K 0.04%
3,147
186
$233K 0.04%
5,985
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187
$230K 0.04%
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188
$223K 0.04%
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189
$218K 0.04%
1,497
190
$214K 0.03%
5,000
191
$209K 0.03%
1,223
192
$206K 0.03%
1,059
193
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194
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737
195
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11,979
196
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2,563
197
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413
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198
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881
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199
$196K 0.03%
2,595
200
$196K 0.03%
746
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