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
326
$47.9K 0.01%
2,100
327
$47.7K 0.01%
600
328
$46.4K 0.01%
268
329
$44.9K 0.01%
425
330
$44.2K 0.01%
376
331
$43.2K 0.01%
356
332
$43.1K 0.01%
326
333
$42.7K 0.01%
2,000
334
$42.6K 0.01%
600
335
$42.4K 0.01%
880
336
$39.5K 0.01%
223
-168
337
$38.6K 0.01%
800
-250
338
$37.7K 0.01%
533
339
$37.5K 0.01%
93
340
$37.4K 0.01%
419
341
$37.2K 0.01%
126
-3
342
$36.9K 0.01%
1,057
343
$36.3K 0.01%
1,000
344
$36.1K 0.01%
1,844
345
$35.8K 0.01%
608
346
$35.6K 0.01%
450
347
$34.3K 0.01%
314
348
$34.2K 0.01%
2,000
349
$33.8K 0.01%
401
+4
350
$33.2K 0.01%
174
12 13
14
15 16