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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
ARKG icon
576
ARK Genomic Revolution ETF
ARKG
$1.26B
$397 ﹤0.01%
15
VNO icon
577
Vornado Realty Trust
VNO
$7.23B
$390 ﹤0.01%
15
TSCO icon
578
Tractor Supply
TSCO
$15.7B
$355 ﹤0.01%
8
RYN icon
579
Rayonier
RYN
$6.31B
$323 ﹤0.01%
16
OGN icon
580
Organon & Co
OGN
$3.52B
$288 ﹤0.01%
48
WAL icon
581
Western Alliance Bancorporation
WAL
$8.94B
$213 ﹤0.01%
3
WBD icon
582
Warner Bros
WBD
$66.6B
$193 ﹤0.01%
7
-713
SCHP icon
583
Schwab US TIPS ETF
SCHP
$15.6B
$187 ﹤0.01%
+7
SEDG icon
584
SolarEdge
SEDG
$3.52B
$154 ﹤0.01%
3
NOV icon
585
NOV
NOV
$7.47B
$151 ﹤0.01%
8
LITS
586
Lite Strategy Inc
LITS
$25.7M
$147 ﹤0.01%
126
DXC icon
587
DXC Technology
DXC
$1.43B
$101 ﹤0.01%
8
ICLN icon
588
iShares Global Clean Energy ETF
ICLN
$3B
$92 ﹤0.01%
5
PLUG icon
589
Plug Power
PLUG
$4.06B
$86 ﹤0.01%
38
VOD icon
590
Vodafone
VOD
$33.8B
$61 ﹤0.01%
4
-585
UAA icon
591
Under Armour
UAA
$2.46B
$54 ﹤0.01%
9
UA icon
592
Under Armour Class C
UA
$2.39B
$53 ﹤0.01%
9
DNOW icon
593
DNOW Inc
DNOW
$2.46B
$24 ﹤0.01%
2
CLDI icon
594
Calidi Biotherapeutics
CLDI
$3.38M
$1 ﹤0.01%
1
CCI icon
595
Crown Castle
CCI
$40.4B
– –
-100
CEF icon
596
Sprott Physical Gold and Silver Trust
CEF
$7.93B
– –
-400
CHRW icon
597
C.H. Robinson
CHRW
$22.6B
– –
-124
CLF icon
598
Cleveland-Cliffs
CLF
$7.26B
– –
-19
ENR icon
599
Energizer
ENR
$1.35B
– –
-707
EXAS
600
DELISTED
Exact Sciences
EXAS
– –
-24
21 22 23
24
25