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
376
$22.2K ﹤0.01%
77
377
$21.7K ﹤0.01%
243
378
$21.5K ﹤0.01%
250
379
$21K ﹤0.01%
200
380
$20.4K ﹤0.01%
108
381
$20.4K ﹤0.01%
550
-150
382
$20.4K ﹤0.01%
229
-229
383
$20K ﹤0.01%
170
-200
384
$19.3K ﹤0.01%
70
-6
385
$19.2K ﹤0.01%
330
386
$19.1K ﹤0.01%
317
-23,904
387
$18.4K ﹤0.01%
400
388
$17.5K ﹤0.01%
51
+1
389
$17.2K ﹤0.01%
448
390
$17.2K ﹤0.01%
150
391
$17K ﹤0.01%
230
+64
392
$16.1K ﹤0.01%
80
393
$16.1K ﹤0.01%
1,266
394
$15.9K ﹤0.01%
119
395
$15.8K ﹤0.01%
125
396
$15.7K ﹤0.01%
170
-414
397
$15.5K ﹤0.01%
25
398
$15.5K ﹤0.01%
205
+33
399
$15.4K ﹤0.01%
29
400
$15.2K ﹤0.01%
233
14 15
16
17 18