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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
JEPI icon
26
JPMorgan Equity Premium Income ETF
JEPI
$44.4B
$4.2M 0.47%
74,052
-1,419
VUG icon
27
Vanguard Growth ETF
VUG
$220B
$3.74M 0.41%
51,330
+5,022
NVDA icon
28
NVIDIA
NVDA
$4.99T
$3.69M 0.41%
21,174
-100
LLY icon
29
Eli Lilly
LLY
$1.02T
$3.55M 0.39%
3,863
+74
IWM icon
30
iShares Russell 2000 ETF
IWM
$78.6B
$3.54M 0.39%
14,256
-317
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.05T
$3.28M 0.36%
6,846
-101
VB icon
32
Vanguard Small-Cap ETF
VB
$77.9B
$3.18M 0.35%
12,123
-510
IDV icon
33
iShares International Select Dividend ETF
IDV
$8.45B
$3.14M 0.35%
73,727
-16,757
IWD icon
34
iShares Russell 1000 Value ETF
IWD
$75.1B
$3.07M 0.34%
14,368
+255
PJAN icon
35
Innovator US Equity Power Buffer ETF January
PJAN
$1.49B
$2.69M 0.3%
58,286
-245
META icon
36
Meta Platforms (Facebook)
META
$1.49T
$2.62M 0.29%
4,575
+21
VEA icon
37
Vanguard FTSE Developed Markets ETF
VEA
$224B
$2.55M 0.28%
39,776
+1,599
V icon
38
Visa
V
$617B
$2.53M 0.28%
8,355
-173
AVGO icon
39
Broadcom
AVGO
$1.85T
$2.42M 0.27%
7,817
+253
GDX icon
40
VanEck Gold Miners ETF
GDX
$23.4B
$2.38M 0.26%
25,919
-5,365
IAUM icon
41
iShares Gold Trust Micro
IAUM
$6.68B
$2.34M 0.26%
50,141
-10,079
CAT icon
42
Caterpillar
CAT
$421B
$2.31M 0.26%
3,262
+35
VTV icon
43
Vanguard Value ETF
VTV
$180B
$2.21M 0.25%
11,289
-169
HD icon
44
Home Depot
HD
$320B
$2.11M 0.23%
6,412
-228
RTX icon
45
RTX Corp
RTX
$244B
$2.04M 0.23%
10,554
-33
NEE icon
46
NextEra Energy
NEE
$176B
$2.02M 0.22%
21,757
-76
EFA icon
47
iShares MSCI EAFE ETF
EFA
$75.9B
$2M 0.22%
20,613
-3,164
GOOG icon
48
Alphabet (Google) Class C
GOOG
$4.41T
$1.94M 0.22%
6,775
-200
XOM icon
49
Exxon Mobil
XOM
$616B
$1.81M 0.2%
10,696
-284
DHR icon
50
Danaher
DHR
$134B
$1.81M 0.2%
9,537
+77
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