We are live on ! Find out more
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
MMM icon
226
3M
MMM
$81.6B
$138K 0.02%
950
RNW icon
227
ReNew
RNW
$2.24B
$137K 0.02%
30,000
IJT icon
228
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.57B
$132K 0.01%
913
WEC icon
229
WEC Energy
WEC
$36.8B
$131K 0.01%
1,128
VLTO icon
230
Veralto
VLTO
$21.2B
$130K 0.01%
1,471
VZ icon
231
Verizon
VZ
$191B
$129K 0.01%
2,574
-2,642
IWP icon
232
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$128K 0.01%
1,000
ADI icon
233
Analog Devices
ADI
$197B
$128K 0.01%
401
+33
PSA icon
234
Public Storage
PSA
$56.7B
$127K 0.01%
470
-189
ITA icon
235
iShares US Aerospace & Defense ETF
ITA
$13.9B
$127K 0.01%
582
DLTR icon
236
Dollar Tree
DLTR
$21.6B
$121K 0.01%
1,105
T icon
237
AT&T
T
$158B
$116K 0.01%
4,014
BIP icon
238
Brookfield Infrastructure Partners
BIP
$17.8B
$116K 0.01%
3,200
TGT icon
239
Target
TGT
$57.5B
$114K 0.01%
943
-31
BKNG icon
240
Booking.com
BKNG
$127B
$114K 0.01%
675
SPDW icon
241
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$112K 0.01%
2,463
-200
NKE icon
242
Nike
NKE
$66.1B
$111K 0.01%
2,081
-248
MGK icon
243
Vanguard Mega Cap Growth ETF
MGK
$33.1B
$110K 0.01%
1,500
COR icon
244
Cencora
COR
$54.4B
$110K 0.01%
350
LIN icon
245
Linde
LIN
$238B
$110K 0.01%
221
+36
TPYP icon
246
Tortoise North American Pipeline ETF
TPYP
$857M
$108K 0.01%
2,560
-561
RODM icon
247
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.54B
$103K 0.01%
2,624
-130
HUBB icon
248
Hubbell
HUBB
$25.7B
$103K 0.01%
210
CARR icon
249
Carrier Global
CARR
$59.2B
$101K 0.01%
1,790
BGR icon
250
BlackRock Energy and Resources Trust
BGR
$402M
$100K 0.01%
5,800
8 9
10
11 12