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
276
$80.9K 0.01%
600
277
$80.9K 0.01%
475
278
$80.9K 0.01%
1,517
279
$78.8K 0.01%
148
280
$78.7K 0.01%
3,906
281
$78.6K 0.01%
350
282
$76.1K 0.01%
822
283
$75.3K 0.01%
675
284
$74.6K 0.01%
3,000
285
$74K 0.01%
300
286
$74K 0.01%
800
287
$73.9K 0.01%
1,340
288
$73.1K 0.01%
5,800
289
$72.7K 0.01%
1,530
-45
290
$70.2K 0.01%
898
-105
291
$68.8K 0.01%
900
-250
292
$68.2K 0.01%
5,300
293
$66K 0.01%
370
+15
294
$65.7K 0.01%
862
295
$65.7K 0.01%
155
296
$65K 0.01%
1,110
297
$64.7K 0.01%
113
+1
298
$64.5K 0.01%
869
-350
299
$64.5K 0.01%
1,577
300
$63.4K 0.01%
413
-11
10 11
12
13 14