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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
MDT icon
251
Medtronic
MDT
$105B
$100K 0.01%
1,150
-172
XLU icon
252
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$98.2K 0.01%
2,140
CVIE icon
253
Calvert International Responsible Index ETF
CVIE
$395M
$97.4K 0.01%
1,340
NVS icon
254
Novartis
NVS
$285B
$95.6K 0.01%
626
-490
SBUX icon
255
Starbucks
SBUX
$111B
$95.5K 0.01%
1,066
+936
PDEC icon
256
Innovator US Equity Power Buffer ETF December
PDEC
$1.01B
$95K 0.01%
2,235
BALL icon
257
Ball Corp
BALL
$14.4B
$94.6K 0.01%
1,600
-605
GL icon
258
Globe Life
GL
$12.4B
$93.9K 0.01%
675
MKL icon
259
Markel Group
MKL
$22.7B
$93.8K 0.01%
49
FNV icon
260
Franco-Nevada
FNV
$40.9B
$92.9K 0.01%
376
EFSI
261
Eagle Financial Services Inc
EFSI
$227M
$91.3K 0.01%
2,609
PSX icon
262
Phillips 66
PSX
$71.8B
$91.1K 0.01%
500
SHOP icon
263
Shopify
SHOP
$143B
$89.6K 0.01%
755
MO icon
264
Altria Group
MO
$119B
$88.5K 0.01%
1,320
PRU icon
265
Prudential Financial
PRU
$36B
$87.9K 0.01%
900
GOOD
266
Gladstone Commercial Corp
GOOD
$619M
$87.9K 0.01%
7,690
TSEM icon
267
Tower Semiconductor
TSEM
$25.7B
$87.7K 0.01%
500
VOE icon
268
Vanguard Mid-Cap Value ETF
VOE
$22.8B
$87.2K 0.01%
473
COO icon
269
Cooper Companies
COO
$13.4B
$86.9K 0.01%
1,216
CME icon
270
CME Group
CME
$92.5B
$85.7K 0.01%
290
TR icon
271
Tootsie Roll Industries
TR
$2.9B
$84K 0.01%
1,966
PCG icon
272
PG&E
PCG
$36.5B
$83.9K 0.01%
4,775
SSO icon
273
ProShares Ultra S&P500
SSO
$8.11B
$83K 0.01%
1,600
HACK icon
274
Amplify Cybersecurity ETF
HACK
$2.36B
$82.2K 0.01%
1,095
MELI icon
275
Mercado Libre
MELI
$83.2B
$81.3K 0.01%
47
-70
9 10
11
12 13