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
526
$1.11K ﹤0.01%
+17
527
$1.05K ﹤0.01%
5
528
$1.05K ﹤0.01%
48
529
$951 ﹤0.01%
+16
530
$923 ﹤0.01%
113
531
$844 ﹤0.01%
+12
532
$791 ﹤0.01%
+10
533
$765 ﹤0.01%
5
534
$733 ﹤0.01%
+25
535
$690 ﹤0.01%
+3
536
$631 ﹤0.01%
15
537
$537 ﹤0.01%
14
538
$485 ﹤0.01%
2
-4
539
$472 ﹤0.01%
+10
540
$416 ﹤0.01%
8
-17
541
$409 ﹤0.01%
16
-1
542
$391 ﹤0.01%
71
543
$387 ﹤0.01%
+10
544
$370 ﹤0.01%
+40
545
$354 ﹤0.01%
15
546
$325 ﹤0.01%
+9
547
$323 ﹤0.01%
5
548
$310 ﹤0.01%
126
549
$289 ﹤0.01%
+6
550
$260 ﹤0.01%
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