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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
USMV icon
126
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$495K 0.05%
5,334
SCHE icon
127
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$481K 0.05%
14,603
-198
GEV icon
128
GE Vernova
GEV
$247B
$446K 0.05%
511
VMC icon
129
Vulcan Materials
VMC
$36.2B
$444K 0.05%
1,632
-58
PH icon
130
Parker-Hannifin
PH
$114B
$438K 0.05%
489
-46
SCHW icon
131
Charles Schwab
SCHW
$154B
$434K 0.05%
4,616
NOW icon
132
ServiceNow
NOW
$110B
$431K 0.05%
4,125
-822
TRV icon
133
Travelers Companies
TRV
$63.8B
$413K 0.05%
1,415
-30
ROP icon
134
Roper Technologies
ROP
$33.8B
$406K 0.05%
1,148
+413
UNP icon
135
Union Pacific
UNP
$161B
$405K 0.04%
1,670
+155
GD icon
136
General Dynamics
GD
$93.5B
$405K 0.04%
1,179
FAST icon
137
Fastenal
FAST
$53.5B
$403K 0.04%
8,684
BAC icon
138
Bank of America
BAC
$386B
$388K 0.04%
7,952
-185
D icon
139
Dominion Energy
D
$58.3B
$386K 0.04%
6,238
VGSH icon
140
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$369K 0.04%
6,305
+6,216
IWR icon
141
iShares Russell Mid-Cap ETF
IWR
$54.7B
$368K 0.04%
3,784
PSEP icon
142
Innovator US Equity Power Buffer ETF September
PSEP
$845M
$361K 0.04%
8,375
CSX icon
143
CSX Corp
CSX
$87.9B
$360K 0.04%
8,768
-62
CB icon
144
Chubb
CB
$126B
$356K 0.04%
1,091
-491
DIA icon
145
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.1B
$353K 0.04%
761
ACN icon
146
Accenture
ACN
$107B
$350K 0.04%
1,767
KNSL icon
147
Kinsale Capital Group
KNSL
$6.99B
$346K 0.04%
1,012
-69
ABT icon
148
Abbott
ABT
$159B
$342K 0.04%
3,333
-70
ECL icon
149
Ecolab
ECL
$74.4B
$340K 0.04%
1,275
SNPS icon
150
Synopsys
SNPS
$89.1B
$337K 0.04%
850
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6
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