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
451
$9.47K ﹤0.01%
500
452
$9.46K ﹤0.01%
125
453
$9.46K ﹤0.01%
170
454
$9.23K ﹤0.01%
120
455
$9.09K ﹤0.01%
180
456
$8.79K ﹤0.01%
100
457
$8.34K ﹤0.01%
159
458
$8.27K ﹤0.01%
20
459
$8.26K ﹤0.01%
149
460
$8.25K ﹤0.01%
139
461
$8.15K ﹤0.01%
90
-160
462
$8.15K ﹤0.01%
50
+12
463
$8.15K ﹤0.01%
71
464
$7.98K ﹤0.01%
110
465
$7.75K ﹤0.01%
70
466
$7.69K ﹤0.01%
202
-45
467
$7.47K ﹤0.01%
160
468
$7.3K ﹤0.01%
126
469
$7.3K ﹤0.01%
60
470
$7.29K ﹤0.01%
529
471
$7.07K ﹤0.01%
34
-254
472
$7.04K ﹤0.01%
107
473
$7K ﹤0.01%
240
474
$6.77K ﹤0.01%
198
475
$6.61K ﹤0.01%
50
17 18
19
20 21