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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

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
THM
451
International Tower Hill Mines
THM
$539M
$11.5K ﹤0.01%
5,000
BABA icon
452
Alibaba
BABA
$287B
$11.2K ﹤0.01%
89
SPOT icon
453
Spotify
SPOT
$102B
$11.2K ﹤0.01%
23
GSK icon
454
GSK
GSK
$103B
$11K ﹤0.01%
198
VSS icon
455
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$10.9K ﹤0.01%
75
-75
NLY icon
456
Annaly Capital Management
NLY
$15.9B
$10.9K ﹤0.01%
500
DFAT icon
457
Dimensional US Targeted Value ETF
DFAT
$14.1B
$10.9K ﹤0.01%
174
+4
LVHD icon
458
Franklin US Low Volatility High Dividend Index ETF
LVHD
$592M
$10.8K ﹤0.01%
+253
SPHD icon
459
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.3B
$10.7K ﹤0.01%
+215
USHY icon
460
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27B
$10.6K ﹤0.01%
+289
GLW icon
461
Corning
GLW
$150B
$9.93K ﹤0.01%
73
IRM icon
462
Iron Mountain
IRM
$37.5B
$9.91K ﹤0.01%
+97
BIPC icon
463
Brookfield Infrastructure
BIPC
$5.07B
$9.84K ﹤0.01%
249
AVEM icon
464
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$9.75K ﹤0.01%
+121
VNT icon
465
Vontier
VNT
$4.06B
$9.51K ﹤0.01%
268
NVO
466
Novo Nordisk
NVO
$187B
$9.49K ﹤0.01%
250
TEL icon
467
TE Connectivity
TEL
$61.6B
$9.41K ﹤0.01%
45
ARTY
468
iShares Future AI & Tech ETF
ARTY
$3.64B
$9.31K ﹤0.01%
200
PAVE icon
469
Global X US Infrastructure Development ETF
PAVE
$13.7B
$9.2K ﹤0.01%
181
+158
AEG icon
470
Aegon
AEG
$12.6B
$9.07K ﹤0.01%
1,249
SWK icon
471
Stanley Black & Decker
SWK
$12.5B
$8.95K ﹤0.01%
126
GBTC icon
472
Grayscale Bitcoin Trust
GBTC
$9.34B
$8.76K ﹤0.01%
166
MBB icon
473
iShares MBS ETF
MBB
$38.4B
$8.74K ﹤0.01%
+92
IBB icon
474
iShares Biotechnology ETF
IBB
$7.83B
$8.44K ﹤0.01%
50
RDVY icon
475
First Trust Rising Dividend Achievers ETF
RDVY
$22.8B
$8.26K ﹤0.01%
121