We are live on ! Find out more
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
TDG icon
526
TransDigm Group
TDG
$70.3B
$3.48K ﹤0.01%
+3
URA icon
527
Global X Uranium ETF
URA
$6.13B
$3.39K ﹤0.01%
70
LQD icon
528
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
$3.27K ﹤0.01%
+30
XLB icon
529
State Street Materials Select Sector SPDR ETF
XLB
$7.75B
$3.2K ﹤0.01%
+64
VOX icon
530
Vanguard Communication Services ETF
VOX
$5.69B
$3.06K ﹤0.01%
+17
FSLR icon
531
First Solar
FSLR
$28.2B
$2.96K ﹤0.01%
15
IYK icon
532
iShares US Consumer Staples ETF
IYK
$1.58B
$2.94K ﹤0.01%
+42
VNOM icon
533
Viper Energy
VNOM
$8.76B
$2.91K ﹤0.01%
62
IYZ icon
534
iShares US Telecommunications ETF
IYZ
$1.04B
$2.91K ﹤0.01%
74
+15
REPX icon
535
Riley Exploration Permian
REPX
$755M
$2.73K ﹤0.01%
75
IYC icon
536
iShares US Consumer Discretionary ETF
IYC
$1.17B
$2.71K ﹤0.01%
+28
GBIL icon
537
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.62B
$2.71K ﹤0.01%
+27
AZZ icon
538
AZZ Inc
AZZ
$4.33B
$2.63K ﹤0.01%
21
BNDX icon
539
Vanguard Total International Bond ETF
BNDX
$81.6B
$2.55K ﹤0.01%
+53
IDEV icon
540
iShares Core MSCI International Developed Markets ETF
IDEV
$30B
$2.42K ﹤0.01%
29
+24
MP icon
541
MP Materials
MP
$9.67B
$2.41K ﹤0.01%
50
XRAY icon
542
Dentsply Sirona
XRAY
$2.1B
$2.32K ﹤0.01%
200
RSPT icon
543
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.39B
$2.31K ﹤0.01%
51
BAM icon
544
Brookfield Asset Management
BAM
$75.3B
$2.27K ﹤0.01%
51
LEN icon
545
Lennar Class A
LEN
$22.8B
$2.17K ﹤0.01%
25
TFI icon
546
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.1B
$2.09K ﹤0.01%
+46
SIRI icon
547
SiriusXM
SIRI
$9.29B
$1.85K ﹤0.01%
80
ESGE icon
548
iShares ESG Aware MSCI EM ETF
ESGE
$6.67B
$1.82K ﹤0.01%
40
VTRS icon
549
Viatris
VTRS
$18.9B
$1.68K ﹤0.01%
124
SCI icon
550
Service Corp International
SCI
$9.92B
$1.65K ﹤0.01%
20
20 21
22
23 24