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
426
$12.2K ﹤0.01%
65
427
$12.1K ﹤0.01%
133
-64
428
$12.1K ﹤0.01%
530
429
$11.8K ﹤0.01%
139
430
$11.8K ﹤0.01%
323
431
$11.7K ﹤0.01%
450
432
$11.7K ﹤0.01%
55
433
$11.6K ﹤0.01%
147
434
$11.5K ﹤0.01%
152
435
$11.3K ﹤0.01%
125
436
$11.2K ﹤0.01%
200
437
$11.2K ﹤0.01%
80
438
$11.1K ﹤0.01%
81
-32
439
$11.1K ﹤0.01%
72
+20
440
$11K ﹤0.01%
113
441
$10.7K ﹤0.01%
+454
442
$10.4K ﹤0.01%
340
443
$10.4K ﹤0.01%
265
444
$10.2K ﹤0.01%
180
-21
445
$10.1K ﹤0.01%
126
446
$9.96K ﹤0.01%
249
447
$9.7K ﹤0.01%
140
448
$9.69K ﹤0.01%
300
449
$9.56K ﹤0.01%
50
450
$9.5K ﹤0.01%
400
16 17
18
19 20