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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
BRO icon
76
Brown & Brown
BRO
$20B
$1.08M 0.12%
16,495
PANW icon
77
Palo Alto Networks
PANW
$212B
$1.03M 0.11%
6,434
+309
AMAT icon
78
Applied Materials
AMAT
$396B
$1.03M 0.11%
3,001
+14
VGIT icon
79
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.8B
$1.03M 0.11%
17,216
+11,027
ACGL icon
80
Arch Capital
ACGL
$31.6B
$1.02M 0.11%
10,666
SYK icon
81
Stryker
SYK
$120B
$1.01M 0.11%
3,083
-144
MKC.V icon
82
McCormick & Company Voting
MKC.V
$13.1B
$1.01M 0.11%
20,080
NSC icon
83
Norfolk Southern
NSC
$70.1B
$1.01M 0.11%
3,505
KMI icon
84
Kinder Morgan
KMI
$69.7B
$1M 0.11%
29,834
-1,498
NFLX icon
85
Netflix
NFLX
$343B
$995K 0.11%
10,344
-260
CSCO icon
86
Cisco
CSCO
$474B
$990K 0.11%
12,759
-455
AMGN icon
87
Amgen
AMGN
$186B
$989K 0.11%
2,810
+256
SCHB icon
88
Schwab US Broad Market ETF
SCHB
$42.3B
$976K 0.11%
38,893
-117
MAR icon
89
Marriott International
MAR
$104B
$973K 0.11%
2,974
-605
GE icon
90
GE Aerospace
GE
$345B
$951K 0.11%
3,349
+46
LEU icon
91
Centrus Energy
LEU
$3.07B
$898K 0.1%
5,175
AUB icon
92
Atlantic Union Bankshares
AUB
$5.53B
$895K 0.1%
25,033
+1,800
IUSV icon
93
iShares Core S&P US Value ETF
IUSV
$26.1B
$894K 0.1%
8,741
-494
EPD icon
94
Enterprise Products Partners
EPD
$80.8B
$887K 0.1%
23,445
-1,169
MA icon
95
Mastercard
MA
$438B
$873K 0.1%
1,748
+6
CVX icon
96
Chevron
CVX
$372B
$830K 0.09%
4,009
-346
BNL icon
97
Broadstone Net Lease
BNL
$4.02B
$805K 0.09%
43,978
-1,580
VBK icon
98
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$793K 0.09%
2,625
-140
SCHR icon
99
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$774K 0.09%
31,087
+2,870
ICE icon
100
Intercontinental Exchange
ICE
$80.1B
$765K 0.08%
4,867
-173
2 3
4
5 6