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
51
$1.65M 0.25%
16,449
-1,654
52
$1.6M 0.24%
36,292
-287
53
$1.56M 0.24%
10,200
-993
54
$1.55M 0.23%
3,001
55
$1.53M 0.23%
+20,080
56
$1.48M 0.22%
8,440
57
$1.4M 0.21%
41,427
58
$1.33M 0.2%
7,482
-52
59
$1.31M 0.2%
6,868
60
$1.3M 0.2%
2,742
61
$1.28M 0.19%
11,919
+1,047
62
$1.28M 0.19%
9,544
-190
63
$1.26M 0.19%
55,622
-1,345
64
$1.26M 0.19%
10,894
+28
65
$1.25M 0.19%
67,533
-3,081
66
$1.22M 0.19%
11,365
-332
67
$1.21M 0.18%
7,202
-55
68
$1.21M 0.18%
2,384
-128
69
$1.2M 0.18%
12,976
-11
70
$1.2M 0.18%
4,041
71
$1.16M 0.18%
3,227
72
$1.11M 0.17%
7,692
-828
73
$1.11M 0.17%
21,255
+1,055
74
$1.09M 0.16%
29,660
75
$1.07M 0.16%
4,665
-245
1 2
3
4 5