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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
UAL icon
301
United Airlines
UAL
$35.6B
$62.1K 0.01%
675
-10
DFUV icon
302
Dimensional US Marketwide Value ETF
DFUV
$15B
$61.8K 0.01%
1,275
PFEB icon
303
Innovator US Equity Power Buffer ETF February
PFEB
$925M
$61.5K 0.01%
1,534
ZBH icon
304
Zimmer Biomet
ZBH
$17.3B
$61.5K 0.01%
678
AME icon
305
Ametek
AME
$52.7B
$61.1K 0.01%
285
EEM icon
306
iShares MSCI Emerging Markets ETF
EEM
$29.1B
$60.6K 0.01%
1,067
XLK icon
307
State Street Technology Select Sector SPDR ETF
XLK
$118B
$60.3K 0.01%
454
+280
VOT icon
308
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
$59.1K 0.01%
230
P
309
Everpure Inc
P
$23.3B
$59K 0.01%
1,000
VPL icon
310
Vanguard FTSE Pacific ETF
VPL
$8.23B
$58.6K 0.01%
600
Q
311
Qnity Electronics Inc
Q
$30.3B
$58K 0.01%
503
-110
DES icon
312
WisdomTree US SmallCap Dividend Fund
DES
$2.11B
$57.4K 0.01%
1,597
DD icon
313
DuPont de Nemours
DD
$19.1B
$56.2K 0.01%
1,227
IFF icon
314
International Flavors & Fragrances
IFF
$19.3B
$56.1K 0.01%
770
-330
ROBO icon
315
ROBO Global Robotics & Automation Index ETF
ROBO
$1.92B
$55.4K 0.01%
810
-200
NRG icon
316
NRG Energy
NRG
$27.4B
$54.5K 0.01%
373
AEP icon
317
American Electric Power
AEP
$69.5B
$53.8K 0.01%
410
MSTR icon
318
Strategy Inc
MSTR
$41.3B
$53.3K 0.01%
427
INTC icon
319
Intel
INTC
$542B
$52.3K 0.01%
1,184
-117
RWR icon
320
State Street SPDR Dow Jones REIT ETF
RWR
$1.79B
$51.4K 0.01%
509
SDY icon
321
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$51.4K 0.01%
352
OKE icon
322
Oneok
OKE
$55.3B
$50.6K 0.01%
560
GIS icon
323
General Mills
GIS
$18B
$48.7K 0.01%
1,309
-73
ORLY icon
324
O'Reilly Automotive
ORLY
$74.2B
$47.4K 0.01%
513
+55
FISV
325
Fiserv Inc
FISV
$28.8B
$47.1K 0.01%
844
11 12
13
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