EWM

Evermay Wealth Management Portfolio holdings

AUM $812M
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$761M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1 +$77.7M
2 +$53.6M
3 +$3.29M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$2.5M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.58M

Top Sells

1 +$3.16M
2 +$2.04M
3 +$1.79M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.66M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.48M

Sector Composition

1 Technology 4.56%
2 Financials 4.19%
3 Consumer Discretionary 3.01%
4 Healthcare 2.34%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PFS icon
426
Provident Financial Services
PFS
$2.48B
$12.2K ﹤0.01%
709
ABNB icon
427
Airbnb
ABNB
$78.4B
$12.1K ﹤0.01%
101
SCHV icon
428
Schwab US Large-Cap Value ETF
SCHV
$14.2B
$12K ﹤0.01%
450
IYW icon
429
iShares US Technology ETF
IYW
$22.8B
$11.9K ﹤0.01%
85
CSL icon
430
Carlisle Companies
CSL
$14.5B
$11.9K ﹤0.01%
35
XLV icon
431
Health Care Select Sector SPDR Fund
XLV
$36B
$11.8K ﹤0.01%
81
JCI icon
432
Johnson Controls International
JCI
$73.9B
$11.8K ﹤0.01%
147
DOV icon
433
Dover
DOV
$24.3B
$11.4K ﹤0.01%
65
CEF icon
434
Sprott Physical Gold and Silver Trust
CEF
$7.34B
$11.4K ﹤0.01%
400
STZ icon
435
Constellation Brands
STZ
$24.4B
$11K ﹤0.01%
60
AMTM
436
Amentum Holdings
AMTM
$5.49B
$10.9K ﹤0.01%
600
TTD icon
437
Trade Desk
TTD
$25.4B
$10.9K ﹤0.01%
199
VSGX icon
438
Vanguard ESG International Stock ETF
VSGX
$5.28B
$10.6K ﹤0.01%
180
VNT icon
439
Vontier
VNT
$6.29B
$10.6K ﹤0.01%
323
OGS icon
440
ONE Gas
OGS
$4.97B
$10.6K ﹤0.01%
140
SNOW icon
441
Snowflake
SNOW
$87.4B
$10.5K ﹤0.01%
72
NLY icon
442
Annaly Capital Management
NLY
$14.3B
$10.5K ﹤0.01%
500
CCI icon
443
Crown Castle
CCI
$42.9B
$10.4K ﹤0.01%
100
-25
KHC icon
444
Kraft Heinz
KHC
$29.9B
$10.3K ﹤0.01%
340
KD icon
445
Kyndryl
KD
$6.59B
$10.3K ﹤0.01%
+327
EEMX icon
446
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$91.1M
$10.1K ﹤0.01%
300
SMR icon
447
NuScale Power
SMR
$5.05B
$9.91K ﹤0.01%
700
SWK icon
448
Stanley Black & Decker
SWK
$10.9B
$9.69K ﹤0.01%
126
EFV icon
449
iShares MSCI EAFE Value ETF
EFV
$27.6B
$9.37K ﹤0.01%
159
CTSH icon
450
Cognizant
CTSH
$33.1B
$9.18K ﹤0.01%
120