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
201
$194K 0.03%
383
-23
202
$191K 0.03%
1,758
+120
203
$187K 0.03%
30,000
204
$180K 0.03%
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205
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604
206
$180K 0.03%
2,017
207
$174K 0.03%
346
208
$172K 0.03%
294
209
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210
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947
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211
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212
$157K 0.03%
2,168
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213
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2,348
214
$156K 0.03%
2,350
215
$154K 0.02%
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216
$154K 0.02%
1,275
-35
217
$152K 0.02%
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218
$151K 0.02%
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219
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220
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2,467
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222
$144K 0.02%
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223
$143K 0.02%
306
224
$143K 0.02%
1,460
225
$143K 0.02%
322
-28
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9
10 11