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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
IWF icon
51
iShares Russell 1000 Growth ETF
IWF
$126B
$1.79M 0.2%
16,824
COST icon
52
Costco
COST
$430B
$1.78M 0.2%
1,789
+64
MLM icon
53
Martin Marietta Materials
MLM
$34.4B
$1.77M 0.2%
3,001
SLV icon
54
iShares Silver Trust
SLV
$31.5B
$1.69M 0.19%
24,859
-6,299
MRK icon
55
Merck
MRK
$295B
$1.68M 0.19%
13,921
-84
NOC icon
56
Northrop Grumman
NOC
$77.9B
$1.54M 0.17%
2,253
-44
MCD icon
57
McDonald's
MCD
$201B
$1.53M 0.17%
4,936
-209
PAPR icon
58
Innovator US Equity Power Buffer ETF April
PAPR
$946M
$1.5M 0.17%
37,808
-77
IAU icon
59
iShares Gold Trust
IAU
$66.1B
$1.46M 0.16%
16,608
-67
VWO icon
60
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$1.46M 0.16%
26,951
-72
SCHF icon
61
Schwab International Equity ETF
SCHF
$64.6B
$1.44M 0.16%
58,104
-5,215
ABBV icon
62
AbbVie
ABBV
$398B
$1.39M 0.15%
6,389
-4
GDXJ icon
63
VanEck Junior Gold Miners ETF
GDXJ
$7.32B
$1.36M 0.15%
11,354
-1,348
YUM icon
64
Yum! Brands
YUM
$41.8B
$1.31M 0.15%
8,448
-80
RSP icon
65
Invesco S&P 500 Equal Weight ETF
RSP
$89.5B
$1.27M 0.14%
6,592
-168
JNJ icon
66
Johnson & Johnson
JNJ
$571B
$1.26M 0.14%
5,157
-562
AXP icon
67
American Express
AXP
$217B
$1.23M 0.14%
4,071
+27
TJX icon
68
TJX Companies
TJX
$182B
$1.22M 0.13%
7,610
-750
MCO icon
69
Moody's
MCO
$78.6B
$1.2M 0.13%
2,742
PEP icon
70
PepsiCo
PEP
$195B
$1.19M 0.13%
7,649
-764
PMAY icon
71
Innovator US Equity Power Buffer ETF May
PMAY
$817M
$1.16M 0.13%
29,000
-965
DUK icon
72
Duke Energy
DUK
$96.5B
$1.16M 0.13%
8,831
-329
APH icon
73
Amphenol
APH
$190B
$1.12M 0.12%
8,856
-481
SCHO icon
74
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.12M 0.12%
45,965
-1,649
PG icon
75
Procter & Gamble
PG
$346B
$1.09M 0.12%
7,566
-148
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3
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