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
401
$14.7K ﹤0.01%
165
402
$14.6K ﹤0.01%
300
403
$14.3K ﹤0.01%
130
404
$14.3K ﹤0.01%
100
405
$13.9K ﹤0.01%
107
-677
406
$13.9K ﹤0.01%
150
407
$13.6K ﹤0.01%
269
408
$13.6K ﹤0.01%
85
409
$13.5K ﹤0.01%
220
410
$13.4K ﹤0.01%
709
411
$13.3K ﹤0.01%
101
412
$13.3K ﹤0.01%
60
-344
413
$13K ﹤0.01%
125
414
$12.9K ﹤0.01%
35
415
$12.9K ﹤0.01%
214
+14
416
$12.7K ﹤0.01%
238
417
$12.7K ﹤0.01%
131
-121
418
$12.6K ﹤0.01%
600
-1,380
419
$12.6K ﹤0.01%
42
420
$12.6K ﹤0.01%
700
421
$12.5K ﹤0.01%
248
422
$12.5K ﹤0.01%
298
423
$12.4K ﹤0.01%
120
424
$12.3K ﹤0.01%
100
-29
425
$12.2K ﹤0.01%
85
15 16
17
18 19