We are live on ! Find out more
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
ZOCT
376
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$111M
$24.1K ﹤0.01%
900
AMWD
377
DELISTED
American Woodmark
AMWD
$23.9K ﹤0.01%
600
YUMC icon
378
Yum China
YUMC
$14.8B
$23.4K ﹤0.01%
480
TSM icon
379
TSMC
TSM
$2.22T
$23K ﹤0.01%
+68
FCX icon
380
Freeport-McMoran
FCX
$92.4B
$22.9K ﹤0.01%
390
AGG icon
381
iShares Core US Aggregate Bond ETF
AGG
$136B
$22.6K ﹤0.01%
+228
LPG icon
382
Dorian LPG
LPG
$1.86B
$22.6K ﹤0.01%
660
-200
EA icon
383
Electronic Arts
EA
$50.8B
$22.4K ﹤0.01%
110
SRE icon
384
Sempra
SRE
$59.4B
$22.4K ﹤0.01%
229
XBI icon
385
State Street SPDR S&P Biotech ETF
XBI
$7.95B
$22.4K ﹤0.01%
175
DBEF icon
386
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.73B
$22.1K ﹤0.01%
+447
GENC icon
387
Gencor Industries
GENC
$220M
$21.8K ﹤0.01%
1,450
XLV icon
388
State Street Health Care Select Sector SPDR ETF
XLV
$39.4B
$21.7K ﹤0.01%
148
+75
CHD icon
389
Church & Dwight Co
CHD
$23B
$21.2K ﹤0.01%
227
EFAX icon
390
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$489M
$21K ﹤0.01%
421
-165
IUSB icon
391
iShares Core Universal USD Bond ETF
IUSB
$41.5B
$20.5K ﹤0.01%
+444
CRWD icon
392
CrowdStrike
CRWD
$164B
$19.9K ﹤0.01%
51
HEFA icon
393
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.07B
$19.3K ﹤0.01%
+453
ICF icon
394
iShares Select U.S. REIT ETF
ICF
$2.09B
$19.2K ﹤0.01%
310
-1,353
AOR icon
395
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.59B
$19.2K ﹤0.01%
298
-216
VCSH icon
396
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$18.7K ﹤0.01%
+236
VCIT icon
397
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.9B
$18.7K ﹤0.01%
+226
ED icon
398
Consolidated Edison
ED
$39.2B
$18.7K ﹤0.01%
165
NEU icon
399
NewMarket
NEU
$7.56B
$18.7K ﹤0.01%
29
XLY icon
400
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.5B
$18.3K ﹤0.01%
168
+148
14 15
16
17 18