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
151
$340K 0.05%
3,736
-100
152
$336K 0.05%
2,712
-200
153
$335K 0.05%
3,784
154
$333K 0.05%
8,525
155
$329K 0.05%
1,249
156
$326K 0.05%
1,283
+50
157
$321K 0.05%
693
158
$315K 0.05%
2,848
159
$312K 0.05%
8,684
160
$304K 0.05%
5,380
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161
$300K 0.05%
1,275
162
$299K 0.05%
4,976
-1,000
163
$297K 0.05%
1,239
+554
164
$293K 0.04%
10,512
165
$290K 0.04%
4,382
166
$288K 0.04%
8,929
-26
167
$280K 0.04%
441
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168
$274K 0.04%
2,067
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169
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2,017
170
$258K 0.04%
5,955
171
$257K 0.04%
1,389
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172
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930
-65
173
$254K 0.04%
1,350
174
$253K 0.04%
2,415
175
$252K 0.04%
1,510
-223
5 6
7
8 9