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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

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
TM icon
551
Toyota
TM
$229B
$1.65K ﹤0.01%
8
JPST icon
552
JPMorgan Ultra-Short Income ETF
JPST
$38.7B
$1.62K ﹤0.01%
+32
LUMN icon
553
Lumen
LUMN
$8.73B
$1.62K ﹤0.01%
233
MUB icon
554
iShares National Muni Bond ETF
MUB
$45.2B
$1.49K ﹤0.01%
+14
DYNF icon
555
BlackRock US Equity Factor Rotation ETF
DYNF
$36B
$1.46K ﹤0.01%
+25
ESPO icon
556
VanEck Video Gaming and eSports ETF
ESPO
$237M
$1.36K ﹤0.01%
15
BEDZ icon
557
AdvisorShares Hotel ETF
BEDZ
$1.97M
$1.24K ﹤0.01%
40
AOA icon
558
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.12B
$1.24K ﹤0.01%
14
HPQ icon
559
HP
HPQ
$22.8B
$1.21K ﹤0.01%
63
NOK icon
560
Nokia
NOK
$77.3B
$1.21K ﹤0.01%
150
FHLC icon
561
Fidelity MSCI Health Care Index ETF
FHLC
$3.08B
$1.2K ﹤0.01%
17
FIDU icon
562
Fidelity MSCI Industrials Index ETF
FIDU
$2.19B
$1.04K ﹤0.01%
12
STIP icon
563
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$931 ﹤0.01%
+9
BIIB icon
564
Biogen
BIIB
$29.4B
$917 ﹤0.01%
5
CC icon
565
Chemours
CC
$3.04B
$882 ﹤0.01%
40
VEEV icon
566
Veeva Systems
VEEV
$27.2B
$879 ﹤0.01%
5
CEG icon
567
Constellation Energy
CEG
$89.9B
$867 ﹤0.01%
3
ARCC icon
568
Ares Capital
ARCC
$13.7B
$865 ﹤0.01%
48
ARKK icon
569
ARK Innovation ETF
ARKK
$6.63B
$682 ﹤0.01%
10
RIG icon
570
Transocean
RIG
$6.5B
$604 ﹤0.01%
91
ZTS icon
571
Zoetis
ZTS
$34.5B
$592 ﹤0.01%
5
RUN icon
572
Sunrun
RUN
$3.01B
$543 ﹤0.01%
40
EXC icon
573
Exelon
EXC
$46.4B
$526 ﹤0.01%
11
MTCH icon
574
Match Group
MTCH
$8.1B
$507 ﹤0.01%
16
-540
ELME
575
Elme Communities
ELME
$181M
$402 ﹤0.01%
200