EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
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
+$31.3M
2
+$9.82M
3
+$3.74M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.12M
5
MKC.V icon
McCormick & Company Voting
MKC.V
+$1.58M

Top Sells

1
+$1.51M
2
+$1.34M
3
+$1.32M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.31M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.13M

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
176
$251K 0.04%
1,855
177
$247K 0.04%
2,428
+430
178
$246K 0.04%
1,384
179
$233K 0.04%
11,979
180
$231K 0.04%
2,067
-110
181
$226K 0.03%
1,499
-202
182
$226K 0.03%
3,994
-182
183
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2,205
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184
$221K 0.03%
1,750
-925
185
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2,515
186
$215K 0.03%
746
187
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976
188
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1,467
189
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604
190
$205K 0.03%
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191
$204K 0.03%
120
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196
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1,032
197
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377
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198
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2,520
199
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2,574
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200
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3,286
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