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
251
$109K 0.02%
1,895
-526
252
$108K 0.02%
3,787
-198
253
$107K 0.02%
900
254
$106K 0.02%
1,420
-180
255
$105K 0.02%
534
256
$104K 0.02%
850
257
$103K 0.02%
300
258
$102K 0.02%
3,200
259
$100K 0.02%
305
-55
260
$98.7K 0.02%
3,772
261
$96.1K 0.01%
1,743
+453
262
$90.9K 0.01%
2,663
263
$90.5K 0.01%
1,195
-60
264
$88K 0.01%
210
265
$87.9K 0.01%
210
-290
266
$87.6K 0.01%
300
267
$86.1K 0.01%
532
-760
268
$84.8K 0.01%
399
269
$84.6K 0.01%
49
270
$84.2K 0.01%
1,485
271
$82.8K 0.01%
326
-475
272
$81.7K 0.01%
180
273
$81.6K 0.01%
1,532
-218
274
$81.6K 0.01%
1,095
+40
275
$81.3K 0.01%
350
9 10
11
12 13