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
301
$62.2K 0.01%
345
302
$61.4K 0.01%
1,000
303
$61K 0.01%
461
-18
304
$59.7K 0.01%
2,979
-232
305
$59.4K 0.01%
601
306
$58.3K 0.01%
2,222
-1,748
307
$57.8K 0.01%
400
308
$57.8K 0.01%
796
-1,117
309
$57.2K 0.01%
400
310
$57K 0.01%
500
-350
311
$56.8K 0.01%
1,010
-150
312
$56.2K 0.01%
560
313
$56.1K 0.01%
1,716
-3,215
314
$54.9K 0.01%
1,597
315
$54.3K 0.01%
1,200
316
$52.9K 0.01%
406
317
$50.8K 0.01%
800
318
$50.8K 0.01%
347
-188
319
$50.4K 0.01%
+950
320
$50.2K 0.01%
198
-766
321
$49.6K 0.01%
556
+2
322
$49.3K 0.01%
1,550
323
$49K 0.01%
450
324
$48.9K 0.01%
1,169
325
$47.9K 0.01%
700
11 12
13
14 15