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EWM

Evermay Wealth Management Portfolio holdings

AUM $902M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$902M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.1M
3
+$7.79M
4
AAPL icon
Apple
AAPL
+$3.35M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.81M

Top Sells

1
+$1.79M
2
+$1.55M
3
+$1.44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$895K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$704K

Sector Composition

1 Financials 4.75%
2 Technology 4.64%
3 Consumer Discretionary 2.26%
4 Healthcare 1.8%
5 Communication Services 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPTI icon
1
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.2B
$141M 15.62%
4,915,972
+270,295
SCHX icon
2
Schwab US Large- Cap ETF
SCHX
$70.4B
$112M 12.42%
4,368,968
-66,827
SPTS icon
3
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.86B
$90.5M 10.03%
3,101,110
+379,777
VOO icon
4
Vanguard S&P 500 ETF
VOO
$965B
$70.7M 7.84%
118,344
-2,484
IJH icon
5
iShares Core S&P Mid-Cap ETF
IJH
$119B
$40M 4.43%
591,793
-20,816
SPY icon
6
State Street SPDR S&P 500 ETF Trust
SPY
$765B
$34.6M 3.83%
52,993
-563
IVV icon
7
iShares Core S&P 500 ETF
IVV
$828B
$25.6M 2.84%
39,263
-565
SPYM
8
State Street SPDR Portfolio S&P 500 ETF
SPYM
$145B
$21.7M 2.41%
283,446
+35,169
SPMD icon
9
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.5B
$19.6M 2.17%
331,194
+24,256
AAPL icon
10
Apple
AAPL
$4.25T
$17.7M 1.96%
69,792
+12,877
DFAI icon
11
Dimensional International Core Equity Market ETF
DFAI
$16.2B
$17M 1.88%
436,189
+68,783
SPSM icon
12
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.7B
$15.5M 1.72%
321,698
+15,498
IEMG icon
13
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$14.4M 1.6%
206,596
+9,706
VYM icon
14
Vanguard High Dividend Yield ETF
VYM
$78.3B
$11.9M 1.32%
80,623
-2,159
BHRB icon
15
Burke & Herbert Financial Services Corp
BHRB
$1.33B
$11.6M 1.28%
+185,765
IJR icon
16
iShares Core S&P Small-Cap ETF
IJR
$104B
$11.3M 1.25%
90,726
-2,237
AMZN icon
17
Amazon
AMZN
$2.64T
$10.7M 1.19%
51,508
+466
VTI icon
18
Vanguard Total Stock Market ETF
VTI
$642B
$9.88M 1.1%
30,791
-2,668
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$4.45T
$9.62M 1.07%
33,445
-497
VO icon
20
Vanguard Mid-Cap ETF
VO
$102B
$8.73M 0.97%
121,620
-4,768
JMSB icon
21
John Marshall Bancorp
JMSB
$309M
$7.1M 0.79%
349,969
+1,545
MSFT icon
22
Microsoft
MSFT
$3T
$6.43M 0.71%
17,357
+282
JPM icon
23
JPMorgan Chase
JPM
$838B
$5.3M 0.59%
18,021
-327
XSOE icon
24
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.11B
$5.14M 0.57%
128,074
-5,878
SGOV icon
25
iShares 0-3 Month Treasury Bond ETF
SGOV
$93.3B
$4.64M 0.51%
46,131
-4,076
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