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
26
$3.67M 0.56%
16,619
-1,609
27
$3.52M 0.53%
7,770
-33
28
$3.51M 0.53%
70,804
-238
29
$3.14M 0.48%
9,947
-326
30
$3.1M 0.47%
4,013
-27
31
$3.06M 0.46%
7,459
-259
32
$3.02M 0.46%
71,499
-769
33
$2.89M 0.44%
15,637
34
$2.86M 0.43%
4,884
-122
35
$2.79M 0.42%
20,769
+139
36
$2.73M 0.41%
93,461
+44,633
37
$2.73M 0.41%
7,014
-175
38
$2.47M 0.37%
10,267
-493
39
$2.46M 0.37%
10,707
-452
40
$2.29M 0.35%
47,787
-319
41
$2.27M 0.34%
94,296
+12,782
42
$2.08M 0.31%
12,262
+109
43
$1.96M 0.3%
8,456
-325
44
$1.73M 0.26%
16,980
45
$1.72M 0.26%
23,977
-94
46
$1.71M 0.26%
4,270
47
$1.71M 0.26%
1,864
-211
48
$1.7M 0.26%
28,212
-13,772
49
$1.69M 0.26%
17,408
-4,924
50
$1.68M 0.26%
5,808
-87
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