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
551
$251 ﹤0.01%
3
552
$222 ﹤0.01%
+50
553
$171 ﹤0.01%
15
-990
554
$153 ﹤0.01%
100
555
$152 ﹤0.01%
2
556
$143 ﹤0.01%
1
557
$117 ﹤0.01%
8
558
$112 ﹤0.01%
8
559
$81 ﹤0.01%
38
560
$75 ﹤0.01%
9
561
$74 ﹤0.01%
7
562
$68 ﹤0.01%
9
563
$49 ﹤0.01%
+2
564
$41 ﹤0.01%
3
565
$35 ﹤0.01%
4
-20
566
$32 ﹤0.01%
+6
567
$27 ﹤0.01%
2
568
$14 ﹤0.01%
+2
569
$11 ﹤0.01%
+30
570
$11 ﹤0.01%
+8
571
$6 ﹤0.01%
+2
572
$5 ﹤0.01%
1
-609
573
– –
0
574
– –
-38
575
– –
-41
21 22
23
24 25