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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
SBAC icon
326
SBA Communications
SBAC
$21.7B
$46.5K 0.01%
270
SWX icon
327
Southwest Gas
SWX
$6.37B
$46.3K 0.01%
533
MAS icon
328
Masco
MAS
$14.6B
$45K 0.01%
746
PAA icon
329
Plains All American Pipeline
PAA
$15.9B
$44.7K 0.01%
2,000
VIG icon
330
Vanguard Dividend Appreciation ETF
VIG
$108B
$43.7K ﹤0.01%
203
PLTR icon
331
Palantir
PLTR
$317B
$43.4K ﹤0.01%
297
-874
KMB icon
332
Kimberly-Clark
KMB
$33.4B
$41.6K ﹤0.01%
426
HII icon
333
Huntington Ingalls Industries
HII
$11.7B
$41K ﹤0.01%
108
CMG icon
334
Chipotle Mexican Grill
CMG
$38.3B
$41K ﹤0.01%
1,280
-2,579
DLR icon
335
Digital Realty Trust
DLR
$65B
$38.7K ﹤0.01%
215
-140
PPL icon
336
PPL Corp
PPL
$26.9B
$38.5K ﹤0.01%
1,000
LUV icon
337
Southwest Airlines
LUV
$21.1B
$37.6K ﹤0.01%
1,000
-3
TROW icon
338
T. Rowe Price
TROW
$22.7B
$37.4K ﹤0.01%
415
QCOM icon
339
Qualcomm
QCOM
$217B
$36.8K ﹤0.01%
286
-122
NEM icon
340
Newmont
NEM
$105B
$36.8K ﹤0.01%
340
-156
IBIT icon
341
iShares Bitcoin Trust
IBIT
$48B
$36.5K ﹤0.01%
950
ET icon
342
Energy Transfer Partners
ET
$65.6B
$35.6K ﹤0.01%
1,844
UPS icon
343
United Parcel Service
UPS
$91.7B
$34.9K ﹤0.01%
355
AMD icon
344
Advanced Micro Devices
AMD
$775B
$34.8K ﹤0.01%
171
-2
IJS icon
345
iShares S&P Small-Cap 600 Value ETF
IJS
$7.93B
$34.7K ﹤0.01%
293
IYH icon
346
iShares US Healthcare ETF
IYH
$3.1B
$34.5K ﹤0.01%
560
+230
DELL icon
347
Dell
DELL
$248B
$33.8K ﹤0.01%
206
EBAY icon
348
eBay
EBAY
$48.2B
$32.6K ﹤0.01%
358
CQP icon
349
Cheniere Energy
CQP
$31.6B
$31.3K ﹤0.01%
485
XLRE icon
350
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.03B
$30.7K ﹤0.01%
751
+16
12 13
14
15 16