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
$891M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Sells

1 +$2.38M
2 +$1.91M
3 +$1.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.19M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$955K

Sector Composition

1 Technology 4.94%
2 Financials 3.82%
3 Consumer Discretionary 2.5%
4 Communication Services 2.03%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SOLS
451
Solstice Advanced Materials
SOLS
$9.97B
$9.67K ﹤0.01%
+199
ARTY
452
iShares Future AI & Tech ETF
ARTY
$2.22B
$9.64K ﹤0.01%
200
AEG icon
453
Aegon
AEG
$11.7B
$9.63K ﹤0.01%
1,249
SWK icon
454
Stanley Black & Decker
SWK
$12.8B
$9.36K ﹤0.01%
126
THM
455
International Tower Hill Mines
THM
$528M
$9.3K ﹤0.01%
+5,000
PAYX icon
456
Paychex
PAYX
$38.3B
$8.97K ﹤0.01%
80
CCI icon
457
Crown Castle
CCI
$37.7B
$8.89K ﹤0.01%
100
KD icon
458
Kyndryl
KD
$5.54B
$8.69K ﹤0.01%
327
ULTA icon
459
Ulta Beauty
ULTA
$30.4B
$8.47K ﹤0.01%
+14
IBB icon
460
iShares Biotechnology ETF
IBB
$8.71B
$8.44K ﹤0.01%
50
RDVY icon
461
First Trust Rising Dividend Achievers ETF
RDVY
$20B
$8.41K ﹤0.01%
+121
STZ icon
462
Constellation Brands
STZ
$27.5B
$8.28K ﹤0.01%
60
KHC icon
463
Kraft Heinz
KHC
$27.5B
$8.17K ﹤0.01%
337
GM icon
464
General Motors
GM
$74.3B
$8.13K ﹤0.01%
100
-715
VV icon
465
Vanguard Large-Cap ETF
VV
$47.6B
$7.87K ﹤0.01%
+25
VOD icon
466
Vodafone
VOD
$33.2B
$7.78K ﹤0.01%
589
VST icon
467
Vistra
VST
$54.3B
$7.74K ﹤0.01%
+48
NXPI icon
468
NXP Semiconductors
NXPI
$58.5B
$7.38K ﹤0.01%
34
MOS icon
469
The Mosaic Company
MOS
$9.14B
$7.35K ﹤0.01%
305
SHEL icon
470
Shell
SHEL
$209B
$7.35K ﹤0.01%
100
MGC icon
471
Vanguard Mega Cap 300 Index ETF
MGC
$9.9B
$7.03K ﹤0.01%
+28
TEVA icon
472
Teva Pharmaceuticals
TEVA
$36.5B
$6.74K ﹤0.01%
216
GLW icon
473
Corning
GLW
$80B
$6.39K ﹤0.01%
73
-257
KR icon
474
Kroger
KR
$40.7B
$6.25K ﹤0.01%
+100
IGM icon
475
iShares Expanded Tech Sector ETF
IGM
$8.9B
$5.81K ﹤0.01%
+45