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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
SCHM icon
101
Schwab US Mid-Cap ETF
SCHM
$14.5B
$758K 0.08%
24,471
LRCX icon
102
Lam Research
LRCX
$409B
$757K 0.08%
3,541
-33
LH icon
103
Labcorp
LH
$22.2B
$749K 0.08%
2,809
-486
ORCL icon
104
Oracle
ORCL
$592B
$737K 0.08%
5,009
-317
TSLA icon
105
Tesla
TSLA
$1.49T
$722K 0.08%
1,941
+180
APD icon
106
Air Products & Chemicals
APD
$63B
$709K 0.08%
2,442
+223
WFC icon
107
Wells Fargo
WFC
$251B
$709K 0.08%
8,908
-157
DVY icon
108
iShares Select Dividend ETF
DVY
$22.6B
$708K 0.08%
4,673
URI icon
109
United Rentals
URI
$68.5B
$672K 0.07%
922
+4
LMT icon
110
Lockheed Martin
LMT
$122B
$656K 0.07%
1,086
ETN icon
111
Eaton
ETN
$156B
$655K 0.07%
1,831
-99
MNST icon
112
Monster Beverage
MNST
$88.2B
$645K 0.07%
8,904
-174
VBR icon
113
Vanguard Small-Cap Value ETF
VBR
$36B
$619K 0.07%
2,850
-29
DHI icon
114
D.R. Horton
DHI
$42.8B
$614K 0.07%
4,471
WMT icon
115
Walmart Inc
WMT
$946B
$612K 0.07%
4,918
-340
IBM icon
116
IBM
IBM
$261B
$610K 0.07%
2,517
CRM icon
117
Salesforce
CRM
$144B
$584K 0.06%
3,128
-375
ROK icon
118
Rockwell Automation
ROK
$51.2B
$573K 0.06%
1,597
-69
ADP icon
119
Automatic Data Processing
ADP
$92.4B
$572K 0.06%
2,801
-32
DGRO icon
120
iShares Core Dividend Growth ETF
DGRO
$40.7B
$534K 0.06%
7,603
+707
VXF icon
121
Vanguard Extended Market ETF
VXF
$29.8B
$530K 0.06%
2,575
-60
SCHA icon
122
Schwab U.S Small- Cap ETF
SCHA
$22.6B
$519K 0.06%
17,853
+1
IWN icon
123
iShares Russell 2000 Value ETF
IWN
$13.9B
$519K 0.06%
2,738
-80
KO icon
124
Coca-Cola
KO
$350B
$514K 0.06%
6,720
+1
HON icon
125
Honeywell
HON
$137B
$507K 0.06%
2,244
+836
3 4
5
6 7