EWM
Evermay Wealth Management Portfolio holdings
AUM
$891M
1-Year Est. Return
14.11%
This Fund
S&P 500
1 Year Est. Return
+14.11%
AUM
$874M
AUM Growth
+$62M
(+7.6%)
Holding
577
Top Buys
| 1 | +$15M | |
| 2 | +$8.52M | |
| 3 | +$7.53M | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$3.63M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.17M |
Top Sells
| 1 | +$8.07M | |
| 2 | +$2.43M | |
| 3 | +$1.65M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.45M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.24M |
Sector Composition
| 1 | Technology | 5.09% |
| 2 | Financials | 3.86% |
| 3 | Consumer Discretionary | 2.81% |
| 4 | Healthcare | 1.89% |
| 5 | Communication Services | 1.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.09B
| – | – |
-40
|
|
||
|
YBIT
577
YieldMax Bitcoin Option Income Strategy ETF
YBIT
$42.4M
| – | – |
-19
|
|