We are live on ! Find out more
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
FULT icon
176
Fulton Financial
FULT
$4.3B
$244K 0.03%
11,979
QUAL icon
177
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$235K 0.03%
1,223
EW icon
178
Edwards Lifesciences
EW
$50.4B
$232K 0.03%
2,894
-410
AMT icon
179
American Tower
AMT
$88.9B
$231K 0.03%
1,338
-176
TMUS icon
180
T-Mobile US
TMUS
$194B
$227K 0.03%
1,080
-445
ISRG icon
181
Intuitive Surgical
ISRG
$151B
$227K 0.03%
492
-287
SLYV icon
182
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.7B
$226K 0.03%
2,390
UTHR icon
183
United Therapeutics
UTHR
$23.5B
$221K 0.02%
373
IWO icon
184
iShares Russell 2000 Growth ETF
IWO
$14.3B
$216K 0.02%
687
GLD icon
185
SPDR Gold Trust
GLD
$140B
$214K 0.02%
498
-52
BA icon
186
Boeing
BA
$169B
$214K 0.02%
1,075
+98
BNY
187
Bank of New York Mellon
BNY
$98.3B
$213K 0.02%
1,797
ADBE icon
188
Adobe
ADBE
$96.2B
$213K 0.02%
875
-440
CNP icon
189
CenterPoint Energy
CNP
$27.7B
$212K 0.02%
4,919
VLO icon
190
Valero Energy
VLO
$75.4B
$210K 0.02%
850
IEFA icon
191
iShares Core MSCI EAFE ETF
IEFA
$183B
$209K 0.02%
2,310
-156
J icon
192
Jacobs Solutions
J
$14.8B
$208K 0.02%
1,637
CMI icon
193
Cummins
CMI
$92.3B
$208K 0.02%
386
TREX icon
194
Trex
TREX
$4.61B
$207K 0.02%
5,692
-396
SHW icon
195
Sherwin-Williams
SHW
$76.6B
$197K 0.02%
614
+10
MCHP icon
196
Microchip Technology
MCHP
$49.6B
$188K 0.02%
2,916
LDOS icon
197
Leidos
LDOS
$15.5B
$186K 0.02%
1,197
LHX icon
198
L3Harris
LHX
$57.4B
$184K 0.02%
533
-241
PM icon
199
Philip Morris
PM
$278B
$183K 0.02%
1,100
VEU icon
200
Vanguard FTSE All-World ex-US ETF
VEU
$65.2B
$183K 0.02%
2,431
+436
6 7
8
9 10