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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
GPC icon
401
Genuine Parts
GPC
$13.7B
$18.2K ﹤0.01%
170
KYN icon
402
Kayne Anderson Energy Infrastructure Fund
KYN
$2.35B
$18.1K ﹤0.01%
1,266
EVRG icon
403
Evergy
EVRG
$19B
$18K ﹤0.01%
220
HCA icon
404
HCA Healthcare
HCA
$83.2B
$18K ﹤0.01%
38
-4
GSLC icon
405
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$17.8K ﹤0.01%
+142
JCI icon
406
Johnson Controls International
JCI
$90.1B
$17.3K ﹤0.01%
132
-15
ETR icon
407
Entergy
ETR
$50.2B
$17.1K ﹤0.01%
152
VSNT
408
Versant Media Group
VSNT
$5.75B
$16.9K ﹤0.01%
+456
RAL
409
Ralliant Corp
RAL
$7.14B
$16.8K ﹤0.01%
403
-90
JEPQ icon
410
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.8B
$16.7K ﹤0.01%
+300
SO icon
411
Southern Company
SO
$105B
$16.4K ﹤0.01%
170
PYPL icon
412
PayPal
PYPL
$36.6B
$16.2K ﹤0.01%
358
NANR icon
413
State Street SPDR S&P North American Natural Resources ETF
NANR
$740M
$16.1K ﹤0.01%
192
+4
SOXQ icon
414
Invesco PHLX Semiconductor ETF
SOXQ
$2.43B
$15.8K ﹤0.01%
265
DSI icon
415
iShares MSCI KLD 400 Social ETF
DSI
$5.25B
$15.8K ﹤0.01%
130
IWS icon
416
iShares Russell Mid-Cap Value ETF
IWS
$15.3B
$15.6K ﹤0.01%
107
JIRE icon
417
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.8B
$15.5K ﹤0.01%
+205
UBER icon
418
Uber
UBER
$143B
$15.4K ﹤0.01%
214
MTBA icon
419
Simplify MBS ETF
MTBA
$1.56B
$15.2K ﹤0.01%
+307
EMC icon
420
Global X Emerging Markets Great Consumer ETF
EMC
$64.6M
$15.2K ﹤0.01%
491
NYT icon
421
New York Times
NYT
$11.9B
$15.1K ﹤0.01%
180
SPGP icon
422
Invesco S&P 500 GARP ETF
SPGP
$2.18B
$15.1K ﹤0.01%
140
PFS icon
423
Provident Financial Services
PFS
$2.99B
$15K ﹤0.01%
709
TYG
424
Tortoise Energy Infrastructure Corp
TYG
$911M
$14.9K ﹤0.01%
298
EMBJ
425
Embraer S.A. ADS
EMBJ
$10B
$14.8K ﹤0.01%
250
15 16
17
18 19