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
351
$33K 0.01%
304
352
$32.7K 0.01%
1,000
353
$31.5K ﹤0.01%
364
-291
354
$31.1K ﹤0.01%
260
355
$29.9K ﹤0.01%
735
356
$29.5K ﹤0.01%
514
357
$28.4K ﹤0.01%
554
358
$28K ﹤0.01%
330
359
$28K ﹤0.01%
340
360
$27.6K ﹤0.01%
1,109
361
$26.9K ﹤0.01%
+132
362
$26.7K ﹤0.01%
95
363
$26.6K ﹤0.01%
138
364
$25.8K ﹤0.01%
485
365
$25.8K ﹤0.01%
500
366
$25.3K ﹤0.01%
615
367
$24.9K ﹤0.01%
410
368
$24.8K ﹤0.01%
275
369
$23.8K ﹤0.01%
227
370
$23.7K ﹤0.01%
206
371
$23.4K ﹤0.01%
199
372
$23.4K ﹤0.01%
403
+121
373
$23.3K ﹤0.01%
586
+446
374
$23K ﹤0.01%
215
375
$22.7K ﹤0.01%
188
-4