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
$874M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Sells

1 +$8.55M
2 +$2.53M
3 +$1.71M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.47M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M

Sector Composition

1 Technology 5.09%
2 Financials 3.86%
3 Consumer Discretionary 2.81%
4 Healthcare 1.89%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ARTY
451
iShares Future AI & Tech ETF
ARTY
$2.22B
$9.16K ﹤0.01%
200
MP icon
452
MP Materials
MP
$12.3B
$9.05K ﹤0.01%
135
VGSH icon
453
Vanguard Short-Term Treasury ETF
VGSH
$25.9B
$9.01K ﹤0.01%
+153
KHC icon
454
Kraft Heinz
KHC
$27.5B
$8.78K ﹤0.01%
337
-3
GSK icon
455
GSK
GSK
$99.1B
$8.63K ﹤0.01%
198
EXPD icon
456
Expeditors International
EXPD
$21.3B
$8.58K ﹤0.01%
70
STZ icon
457
Constellation Brands
STZ
$27.5B
$8.08K ﹤0.01%
60
CTSH icon
458
Cognizant
CTSH
$40.6B
$8.05K ﹤0.01%
120
ZTS icon
459
Zoetis
ZTS
$54.7B
$7.75K ﹤0.01%
53
NXPI icon
460
NXP Semiconductors
NXPI
$58.5B
$7.74K ﹤0.01%
34
IBB icon
461
iShares Biotechnology ETF
IBB
$8.71B
$7.22K ﹤0.01%
50
SHEL icon
462
Shell
SHEL
$209B
$7.15K ﹤0.01%
100
VOD icon
463
Vodafone
VOD
$33.2B
$6.83K ﹤0.01%
589
BTC
464
Grayscale Bitcoin Mini Trust ETF
BTC
$3.9B
$6.79K ﹤0.01%
134
RCL icon
465
Royal Caribbean
RCL
$78B
$6.49K ﹤0.01%
20
GXO icon
466
GXO Logistics
GXO
$6.57B
$6.35K ﹤0.01%
120
ITB icon
467
iShares US Home Construction ETF
ITB
$2.91B
$6.22K ﹤0.01%
58
VGIT icon
468
Vanguard Intermediate-Term Treasury ETF
VGIT
$36.4B
$6.06K ﹤0.01%
+101
VAC icon
469
Marriott Vacations Worldwide
VAC
$1.99B
$6.06K ﹤0.01%
90
GHC icon
470
Graham Holdings Company
GHC
$5.11B
$5.89K ﹤0.01%
5
MS icon
471
Morgan Stanley
MS
$283B
$5.88K ﹤0.01%
37
CTVA icon
472
Corteva
CTVA
$48.4B
$5.75K ﹤0.01%
85
BAX icon
473
Baxter International
BAX
$10.2B
$5.46K ﹤0.01%
240
SOLV icon
474
Solventum
SOLV
$13.7B
$5.26K ﹤0.01%
72
BKR icon
475
Baker Hughes
BKR
$53.2B
$5.21K ﹤0.01%
107