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
76
$1.05M 0.16%
4,470
-125
77
$1.02M 0.15%
8,420
78
$985K 0.15%
10,666
79
$955K 0.14%
16,133
-30
80
$953K 0.14%
3,415
+38
81
$947K 0.14%
2,855
-220
82
$943K 0.14%
35,816
-67
83
$940K 0.14%
34,323
-1,334
84
$925K 0.14%
1,971
-50
85
$881K 0.13%
2,428
+726
86
$880K 0.13%
5,279
+7
87
$874K 0.13%
2,611
-102
88
$867K 0.13%
2,950
+16
89
$864K 0.13%
24,073
90
$862K 0.13%
4,738
-134
91
$858K 0.13%
809
+18
92
$822K 0.12%
2,935
-17
93
$798K 0.12%
50,155
+969
94
$787K 0.12%
18,409
-995
95
$786K 0.12%
3,964
-2,875
96
$773K 0.12%
24,639
+25
97
$763K 0.12%
1,573
-202
98
$760K 0.12%
2,161
-148
99
$756K 0.11%
5,072
+125
100
$741K 0.11%
2,556
-130
2 3
4
5 6