EWM

Evermay Wealth Management Portfolio holdings

AUM $812M
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$9.8M
3
+$3.64M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.04M
5
MKC.V icon
McCormick & Company Voting
MKC.V
+$1.53M

Top Sells

1
+$1.44M
2
+$1.33M
3
+$1.32M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.1M

Sector Composition

1 Technology 5.95%
2 Financials 4.79%
3 Consumer Discretionary 3.18%
4 Healthcare 2.7%
5 Industrials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$137K 0.02%
1,099
227
$137K 0.02%
3,414
-75
228
$136K 0.02%
455
-5
229
$133K 0.02%
444
230
$132K 0.02%
1,440
231
$132K 0.02%
373
232
$128K 0.02%
720
-160
233
$127K 0.02%
1,000
234
$126K 0.02%
3,701
-1,493
235
$125K 0.02%
3,660
-670
236
$125K 0.02%
7,690
237
$124K 0.02%
1,689
238
$124K 0.02%
913
239
$122K 0.02%
1,790
240
$122K 0.02%
622
241
$119K 0.02%
981
-17
242
$117K 0.02%
3,096
243
$114K 0.02%
1,789
244
$114K 0.02%
4,161
-150
245
$113K 0.02%
1,164
-12
246
$113K 0.02%
3,600
247
$111K 0.02%
2,310
248
$111K 0.02%
600
249
$110K 0.02%
1,033
250
$110K 0.02%
1,039
+7
8 9
10
11 12