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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
SPYV icon
201
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35B
$180K 0.02%
3,179
DE icon
202
Deere & Co
DE
$156B
$179K 0.02%
318
CNQ icon
203
Canadian Natural Resources
CNQ
$93.5B
$177K 0.02%
3,600
VRSK icon
204
Verisk Analytics
VRSK
$23.9B
$176K 0.02%
930
CBOE icon
205
Cboe Global Markets
CBOE
$30.4B
$175K 0.02%
622
QDF icon
206
FlexShares Quality Dividend Index Fund
QDF
$2.16B
$174K 0.02%
2,200
UBSI icon
207
United Bankshares
UBSI
$6.11B
$174K 0.02%
4,159
XLE icon
208
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
$173K 0.02%
2,826
-1,454
DIS icon
209
Walt Disney
DIS
$172B
$173K 0.02%
1,795
-31
TOWN icon
210
Towne Bank
TOWN
$3.16B
$170K 0.02%
5,000
GS icon
211
Goldman Sachs
GS
$304B
$165K 0.02%
195
-12
SMB icon
212
VanEck Short Muni ETF
SMB
$305M
$164K 0.02%
9,472
VOOG icon
213
Vanguard S&P 500 Growth ETF
VOOG
$25.4B
$163K 0.02%
2,400
-480
TXN icon
214
Texas Instruments
TXN
$263B
$162K 0.02%
835
+42
COF icon
215
Capital One
COF
$114B
$161K 0.02%
883
CVLC icon
216
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$832M
$161K 0.02%
2,009
FVCB icon
217
FVCBankcorp
FVCB
$296M
$156K 0.02%
10,300
-1,774
PGR icon
218
Progressive
PGR
$117B
$155K 0.02%
782
-556
MDY icon
219
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$155K 0.02%
250
IVW icon
220
iShares S&P 500 Growth ETF
IVW
$73B
$151K 0.02%
1,337
AWK icon
221
American Water Works
AWK
$24.5B
$150K 0.02%
1,099
ITW icon
222
Illinois Tool Works
ITW
$73.8B
$149K 0.02%
570
-54
VIOO icon
223
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.91B
$145K 0.02%
1,267
ILOW
224
AB International Low Volatility Equity ETF
ILOW
$1.76B
$144K 0.02%
3,379
-300
PHYS icon
225
Sprott Physical Gold
PHYS
$15.3B
$138K 0.02%
3,906
7 8
9
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