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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
XLI icon
426
State Street Industrial Select Sector SPDR ETF
XLI
$30.7B
$14.7K ﹤0.01%
+91
QTUM icon
427
Defiance Quantum ETF
QTUM
$5.72B
$14.6K ﹤0.01%
+136
O icon
428
Realty Income
O
$57.1B
$14.6K ﹤0.01%
238
SPEM icon
429
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.5B
$14.5K ﹤0.01%
310
EOG icon
430
EOG Resources
EOG
$73.1B
$14.5K ﹤0.01%
100
VRTX icon
431
Vertex Pharmaceuticals
VRTX
$113B
$14.3K ﹤0.01%
32
-4
DG icon
432
Dollar General
DG
$24.1B
$14.2K ﹤0.01%
120
-15
SRLN icon
433
State Street Blackstone Senior Loan ETF
SRLN
$5.2B
$14K ﹤0.01%
+348
IXC icon
434
iShares Global Energy ETF
IXC
$2.5B
$13.6K ﹤0.01%
236
RSG icon
435
Republic Services
RSG
$64.7B
$13.6K ﹤0.01%
62
+16
VT icon
436
Vanguard Total World Stock ETF
VT
$74.2B
$13.1K ﹤0.01%
95
IHAK icon
437
iShares Cybersecurity and Tech ETF
IHAK
$865M
$13.1K ﹤0.01%
300
FDX icon
438
FedEx
FDX
$79.2B
$12.8K ﹤0.01%
36
IYG icon
439
iShares US Financial Services ETF
IYG
$1.95B
$12.7K ﹤0.01%
+153
BN icon
440
Brookfield
BN
$102B
$12.6K ﹤0.01%
312
PKB icon
441
Invesco Building & Construction ETF
PKB
$439M
$12.2K ﹤0.01%
125
EEMX icon
442
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$176M
$12.2K ﹤0.01%
275
-25
OGS icon
443
ONE Gas
OGS
$4.77B
$12.1K ﹤0.01%
140
MS icon
444
Morgan Stanley
MS
$332B
$12K ﹤0.01%
73
+54
EFV icon
445
iShares MSCI EAFE Value ETF
EFV
$26.2B
$11.8K ﹤0.01%
159
PPA icon
446
Invesco Aerospace & Defense ETF
PPA
$8.07B
$11.8K ﹤0.01%
71
FDN icon
447
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.12B
$11.7K ﹤0.01%
50
CSL icon
448
Carlisle Companies
CSL
$14.1B
$11.7K ﹤0.01%
35
IJJ icon
449
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.56B
$11.7K ﹤0.01%
+88
SOLS
450
Solstice Advanced Materials
SOLS
$12.7B
$11.7K ﹤0.01%
153
-46
16 17
18
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