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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
ELV icon
151
Elevance Health
ELV
$92.2B
$334K 0.04%
1,142
-73
CMCSA icon
152
Comcast
CMCSA
$85.2B
$327K 0.04%
11,405
-100
BLK icon
153
Blackrock
BLK
$157B
$319K 0.04%
332
-10
ANET icon
154
Arista Networks
ANET
$192B
$319K 0.04%
2,599
-249
QQQ icon
155
Invesco QQQ Trust
QQQ
$470B
$317K 0.04%
549
+61
CSM icon
156
ProShares Large Cap Core Plus
CSM
$509M
$310K 0.03%
4,140
-202
LOW icon
157
Lowe's Companies
LOW
$122B
$301K 0.03%
1,275
SCHG icon
158
Schwab US Large-Cap Growth ETF
SCHG
$58.4B
$299K 0.03%
10,269
CL icon
159
Colgate-Palmolive
CL
$70.3B
$299K 0.03%
3,505
-11
VAW icon
160
Vanguard Materials ETF
VAW
$3.02B
$296K 0.03%
1,315
BMY icon
161
Bristol-Myers Squibb
BMY
$115B
$292K 0.03%
4,813
TMO icon
162
Thermo Fisher Scientific
TMO
$184B
$289K 0.03%
587
-4
UNH icon
163
UnitedHealth
UNH
$375B
$288K 0.03%
1,064
+50
IVE icon
164
iShares S&P 500 Value ETF
IVE
$47.5B
$286K 0.03%
1,353
MSI icon
165
Motorola Solutions
MSI
$68.7B
$280K 0.03%
643
MDLZ icon
166
Mondelez International
MDLZ
$80.8B
$276K 0.03%
4,756
-514
ESGV icon
167
Vanguard ESG US Stock ETF
ESGV
$13B
$271K 0.03%
2,415
CBRE icon
168
CBRE Group
CBRE
$39.9B
$266K 0.03%
1,967
PFE icon
169
Pfizer
PFE
$146B
$266K 0.03%
9,479
+300
TFC icon
170
Truist Financial
TFC
$61.6B
$265K 0.03%
5,755
CDNS icon
171
Cadence Design Systems
CDNS
$108B
$263K 0.03%
946
-467
MCK icon
172
McKesson
MCK
$94.3B
$255K 0.03%
294
BX icon
173
Blackstone
BX
$147B
$254K 0.03%
2,210
DGX icon
174
Quest Diagnostics
DGX
$22.6B
$248K 0.03%
1,265
EMR icon
175
Emerson Electric
EMR
$79.8B
$244K 0.03%
1,866
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