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
501
$3.09K ﹤0.01%
200
502
$3.07K ﹤0.01%
92
503
$3.06K ﹤0.01%
66
504
$3.04K ﹤0.01%
62
505
$2.81K ﹤0.01%
50
506
$2.8K ﹤0.01%
110
507
$2.77K ﹤0.01%
4
508
$2.68K ﹤0.01%
40
509
$2.64K ﹤0.01%
15
510
$2.56K ﹤0.01%
137
-87
511
$2.48K ﹤0.01%
191
512
$2.39K ﹤0.01%
75
513
$2.36K ﹤0.01%
9
514
$2.24K ﹤0.01%
10
515
$2.06K ﹤0.01%
63
516
$1.84K ﹤0.01%
24
517
$1.82K ﹤0.01%
80
518
$1.73K ﹤0.01%
21
519
$1.6K ﹤0.01%
+20
520
$1.56K ﹤0.01%
8
521
$1.38K ﹤0.01%
20
522
$1.32K ﹤0.01%
40
523
$1.26K ﹤0.01%
2
524
$1.25K ﹤0.01%
+15
525
$1.11K ﹤0.01%
+18
19 20
21
22 23