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
101
$726K 0.11%
12,048
+333
102
$716K 0.11%
27,690
-348
103
$694K 0.11%
4,963
104
$693K 0.11%
778
-5
105
$691K 0.1%
2,650
+38
106
$688K 0.1%
2,406
+164
107
$673K 0.1%
1,279
108
$652K 0.1%
4,965
-50
109
$648K 0.1%
920
-28
110
$648K 0.1%
23,381
+359
111
$641K 0.1%
4,425
-77
112
$639K 0.1%
9,184
+2,160
113
$629K 0.1%
1,557
+15
114
$615K 0.09%
1,667
+89
115
$609K 0.09%
8,665
-36
116
$589K 0.09%
2,606
117
$582K 0.09%
1,308
+280
118
$573K 0.09%
6,332
119
$561K 0.08%
1,154
120
$554K 0.08%
1,066
-163
121
$527K 0.08%
3,242
-899
122
$523K 0.08%
1,124
123
$520K 0.08%
2,735
-35
124
$508K 0.08%
13,546
-500
125
$505K 0.08%
8,104
-230
3 4
5
6 7