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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
ZAUG
276
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$99.4M
$79.9K 0.01%
3,000
BSX icon
277
Boston Scientific
BSX
$72.8B
$79.6K 0.01%
1,268
+49
DKS icon
278
Dick's Sporting Goods
DKS
$19.7B
$79.3K 0.01%
400
IDXX icon
279
Idexx Laboratories
IDXX
$45.7B
$79.2K 0.01%
141
SPGI icon
280
S&P Global
SPGI
$126B
$78.3K 0.01%
184
+15
CLX icon
281
Clorox
CLX
$11.9B
$75.7K 0.01%
730
-225
AES icon
282
AES
AES
$10.5B
$74.7K 0.01%
5,300
WRB icon
283
W.R. Berkley
WRB
$25B
$73.6K 0.01%
1,110
SPYX icon
284
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.7B
$73.3K 0.01%
1,382
+361
LYB icon
285
LyondellBasell Industries
LYB
$20.5B
$70K 0.01%
869
MU icon
286
Micron Technology
MU
$1.06T
$70K 0.01%
207
-94
IGPT icon
287
Invesco AI and Next Gen Software ETF
IGPT
$1.16B
$69.7K 0.01%
1,200
SCHD icon
288
Schwab US Dividend Equity ETF
SCHD
$95.3B
$69K 0.01%
2,250
BEP icon
289
Brookfield Renewable
BEP
$11.1B
$68.5K 0.01%
2,100
FTV icon
290
Fortive
FTV
$19.1B
$68.4K 0.01%
1,237
-270
VGT icon
291
Vanguard Information Technology ETF
VGT
$140B
$66.3K 0.01%
760
-40
VGK icon
292
Vanguard FTSE Europe ETF
VGK
$29.8B
$65.9K 0.01%
800
AMP icon
293
Ameriprise Financial
AMP
$40.4B
$65.8K 0.01%
148
UL icon
294
Unilever
UL
$125B
$65.7K 0.01%
1,142
-172
XT icon
295
iShares Future Exponential Technologies ETF
XT
$3.87B
$65K 0.01%
954
+254
IWC icon
296
iShares Micro-Cap ETF
IWC
$1.39B
$64.8K 0.01%
406
OTIS icon
297
Otis Worldwide
OTIS
$27.3B
$63.4K 0.01%
822
CINF icon
298
Cincinnati Financial
CINF
$25.3B
$63.3K 0.01%
400
GEHC icon
299
GE HealthCare
GEHC
$30B
$63.3K 0.01%
889
-458
PLD icon
300
Prologis
PLD
$138B
$62.9K 0.01%
476
+97
10 11
12
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