EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.12%
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$874M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$9M
3
+$7.55M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.73M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.22M

Top Sells

1
+$8.55M
2
+$2.53M
3
+$1.71M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.47M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M

Sector Composition

1 Technology 5.09%
2 Financials 3.86%
3 Consumer Discretionary 2.81%
4 Healthcare 1.89%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GM icon
326
General Motors
GM
$74.3B
$49.7K 0.01%
815
-895
PLD icon
327
Prologis
PLD
$118B
$48.7K 0.01%
425
ORLY icon
328
O'Reilly Automotive
ORLY
$83.8B
$48.5K 0.01%
450
AEP icon
329
American Electric Power
AEP
$62.3B
$46.2K 0.01%
410
SDY icon
330
State Street SPDR S&P Dividend ETF
SDY
$20.8B
$45.7K 0.01%
326
INTC icon
331
Intel
INTC
$225B
$45K 0.01%
1,341
-20
VDE icon
332
Vanguard Energy ETF
VDE
$7.73B
$44.8K 0.01%
356
LYB icon
333
LyondellBasell Industries
LYB
$16.4B
$42.6K ﹤0.01%
869
TROW icon
334
T. Rowe Price
TROW
$23.1B
$42.6K ﹤0.01%
415
NEM icon
335
Newmont
NEM
$136B
$41.8K ﹤0.01%
496
-2
SWX icon
336
Southwest Gas
SWX
$5.99B
$41.8K ﹤0.01%
533
OKE icon
337
Oneok
OKE
$49.1B
$40.9K ﹤0.01%
560
AMWD icon
338
American Woodmark
AMWD
$895M
$40.1K ﹤0.01%
600
ADSK icon
339
Autodesk
ADSK
$57.2B
$40K ﹤0.01%
126
YUMC icon
340
Yum China
YUMC
$17.4B
$37.8K ﹤0.01%
880
PPL icon
341
PPL Corp
PPL
$26.8B
$37.4K ﹤0.01%
1,000
USB icon
342
US Bancorp
USB
$86.3B
$36.6K ﹤0.01%
750
-50
VRTX icon
343
Vertex Pharmaceuticals
VRTX
$119B
$36.4K ﹤0.01%
93
TSEM icon
344
Tower Semiconductor
TSEM
$14.5B
$36.1K ﹤0.01%
500
GTLS icon
345
Chart Industries
GTLS
$9.32B
$34.8K ﹤0.01%
174
PAA icon
346
Plains All American Pipeline
PAA
$13.5B
$34.1K ﹤0.01%
2,000
FDVV icon
347
Fidelity High Dividend ETF
FDVV
$8.2B
$33.4K ﹤0.01%
600
AOR icon
348
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.19B
$33.1K ﹤0.01%
514
SBAC icon
349
SBA Communications
SBAC
$19.9B
$32.9K ﹤0.01%
170
+38
EBAY icon
350
eBay
EBAY
$42.3B
$32.6K ﹤0.01%
358
12 13
14
15 16