EWM

Evermay Wealth Management Portfolio holdings

AUM $812M
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$761M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1 +$77.7M
2 +$53.6M
3 +$3.29M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$2.5M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.58M

Top Sells

1 +$3.16M
2 +$2.04M
3 +$1.79M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.66M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.48M

Sector Composition

1 Technology 4.56%
2 Financials 4.19%
3 Consumer Discretionary 3.01%
4 Healthcare 2.34%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NUE icon
476
Nucor
NUE
$31.8B
$6.02K ﹤0.01%
+50
PSI icon
477
Invesco Semiconductors ETF
PSI
$875M
$5.97K ﹤0.01%
126
VAC icon
478
Marriott Vacations Worldwide
VAC
$2.44B
$5.78K ﹤0.01%
90
ITB icon
479
iShares US Home Construction ETF
ITB
$3.16B
$5.52K ﹤0.01%
58
VOD icon
480
Vodafone
VOD
$28.1B
$5.52K ﹤0.01%
589
+585
SOLV icon
481
Solventum
SOLV
$12.4B
$5.47K ﹤0.01%
72
ESGE icon
482
iShares ESG Aware MSCI EM ETF
ESGE
$5.61B
$5.45K ﹤0.01%
156
+64
CTVA icon
483
Corteva
CTVA
$43.2B
$5.35K ﹤0.01%
+85
ESGD icon
484
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$4.9K ﹤0.01%
+60
BTC
485
Grayscale Bitcoin Mini Trust ETF
BTC
$4.83B
$4.89K ﹤0.01%
134
GHC icon
486
Graham Holdings Company
GHC
$4.46B
$4.8K ﹤0.01%
5
NEM icon
487
Newmont
NEM
$91B
$4.73K ﹤0.01%
98
BKR icon
488
Baker Hughes
BKR
$46.6B
$4.7K ﹤0.01%
+107
GXO icon
489
GXO Logistics
GXO
$6.26B
$4.69K ﹤0.01%
120
+5
DFEM icon
490
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.49B
$4.68K ﹤0.01%
177
BSV icon
491
Vanguard Short-Term Bond ETF
BSV
$39B
$4.54K ﹤0.01%
+58
MS icon
492
Morgan Stanley
MS
$261B
$4.32K ﹤0.01%
37
RCL icon
493
Royal Caribbean
RCL
$86B
$4.12K ﹤0.01%
20
MVPA icon
494
Miller Value Partners Appreciation ETF
MVPA
$69.6M
$3.95K ﹤0.01%
126
SRPT icon
495
Sarepta Therapeutics
SRPT
$2.39B
$3.83K ﹤0.01%
60
CLDI icon
496
Calidi Biotherapeutics
CLDI
$8.24M
$3.59K ﹤0.01%
529
VTRS icon
497
Viatris
VTRS
$12.1B
$3.53K ﹤0.01%
406
+124
ELME
498
Elme Communities
ELME
$1.47B
$3.52K ﹤0.01%
200
TEVA icon
499
Teva Pharmaceuticals
TEVA
$21.7B
$3.32K ﹤0.01%
+216
AA icon
500
Alcoa
AA
$10.2B
$3.11K ﹤0.01%
102