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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
TT icon
476
Trane Technologies
TT
$104B
$7.92K ﹤0.01%
+19
SNOW icon
477
Snowflake
SNOW
$83.1B
$7.84K ﹤0.01%
52
MOS icon
478
The Mosaic Company
MOS
$6.76B
$7.78K ﹤0.01%
305
SMR icon
479
NuScale Power
SMR
$3.46B
$7.59K ﹤0.01%
700
VV icon
480
Vanguard Large-Cap ETF
VV
$51.7B
$7.47K ﹤0.01%
25
GM icon
481
General Motors
GM
$75.5B
$7.45K ﹤0.01%
100
PAYX icon
482
Paychex
PAYX
$35.9B
$7.37K ﹤0.01%
80
CTSH icon
483
Cognizant
CTSH
$25B
$7.36K ﹤0.01%
120
ULTA icon
484
Ulta Beauty
ULTA
$20.5B
$7.32K ﹤0.01%
14
KR icon
485
Kroger
KR
$38.8B
$7.24K ﹤0.01%
100
VST icon
486
Vistra
VST
$49.3B
$7.22K ﹤0.01%
48
EMB icon
487
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.4B
$7.14K ﹤0.01%
+76
CTVA icon
488
Corteva
CTVA
$50.2B
$7.12K ﹤0.01%
85
NXPI icon
489
NXP Semiconductors
NXPI
$75.1B
$6.69K ﹤0.01%
34
MGC icon
490
Vanguard Mega Cap 300 Index ETF
MGC
$9.94B
$6.62K ﹤0.01%
28
BKR icon
491
Baker Hughes
BKR
$63B
$6.53K ﹤0.01%
107
TEVA icon
492
Teva Pharmaceuticals
TEVA
$40.1B
$6.51K ﹤0.01%
216
INTU icon
493
Intuit
INTU
$80.4B
$6.49K ﹤0.01%
15
+13
PDBC icon
494
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6B
$6.29K ﹤0.01%
363
+203
XLP icon
495
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.4B
$6.23K ﹤0.01%
+76
KHC icon
496
Kraft Heinz
KHC
$27.8B
$5.96K ﹤0.01%
265
-72
XLF icon
497
State Street Financial Select Sector SPDR ETF
XLF
$49.2B
$5.88K ﹤0.01%
+119
VAC icon
498
Marriott Vacations Worldwide
VAC
$3.08B
$5.86K ﹤0.01%
90
NFRA icon
499
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.01B
$5.76K ﹤0.01%
+90
IDU icon
500
iShares US Utilities ETF
IDU
$1.41B
$5.69K ﹤0.01%
49
+26
18 19
20
21 22