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
476
$6.46K ﹤0.01%
26
-1
477
$6.4K ﹤0.01%
410
+75
478
$6.26K ﹤0.01%
100
479
$6.25K ﹤0.01%
110
-25
480
$6K ﹤0.01%
58
481
$5.85K ﹤0.01%
115
482
$5.83K ﹤0.01%
100
483
$5.81K ﹤0.01%
211
484
$5.61K ﹤0.01%
134
485
$5.36K ﹤0.01%
225
486
$5.26K ﹤0.01%
531
+54
487
$5K ﹤0.01%
115
488
$4.76K ﹤0.01%
72
-40
489
$4.65K ﹤0.01%
37
-15
490
$4.64K ﹤0.01%
177
491
$4.63K ﹤0.01%
20
492
$4.36K ﹤0.01%
5
493
$4.34K ﹤0.01%
+126
494
$4.27K ﹤0.01%
50
-960
495
$3.85K ﹤0.01%
102
496
$3.8K ﹤0.01%
200
-400
497
$3.65K ﹤0.01%
98
498
$3.64K ﹤0.01%
300
499
$3.51K ﹤0.01%
282
-308
500
$3.41K ﹤0.01%
26
18 19
20
21 22