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
126
$488K 0.07%
5,500
+166
127
$478K 0.07%
6,927
-150
128
$466K 0.07%
2,841
129
$463K 0.07%
1,672
+33
130
$445K 0.07%
1,952
-117
131
$435K 0.07%
1,690
132
$424K 0.06%
12,572
+11,672
133
$417K 0.06%
6,795
-480
134
$414K 0.06%
1,720
135
$414K 0.06%
15,528
+33
136
$401K 0.06%
1,625
-338
137
$400K 0.06%
7,433
+5,831
138
$399K 0.06%
2,314
139
$396K 0.06%
3,498
140
$379K 0.06%
10,837
-21,830
141
$378K 0.06%
369
-5
142
$367K 0.06%
861
143
$362K 0.05%
693
+266
144
$358K 0.05%
8,145
-583
145
$357K 0.05%
13,459
-5,458
146
$349K 0.05%
1,581
+610
147
$347K 0.05%
1,817
148
$345K 0.05%
5,175
149
$344K 0.05%
660
-115
150
$342K 0.05%
4,616
-332
4 5
6
7 8