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
201
$187K 0.03%
537
-200
202
$184K 0.03%
759
+100
203
$180K 0.03%
1,698
-60
204
$176K 0.03%
859
205
$172K 0.03%
5,000
206
$169K 0.03%
2,340
207
$168K 0.03%
2,207
+274
208
$168K 0.03%
801
-80
209
$168K 0.03%
294
210
$168K 0.03%
2,385
+217
211
$167K 0.03%
335
212
$166K 0.03%
2,350
213
$165K 0.03%
3,228
214
$164K 0.02%
13,074
+2,454
215
$162K 0.02%
9,472
-4,851
216
$158K 0.02%
4,159
217
$155K 0.02%
1,460
218
$152K 0.02%
1,340
219
$145K 0.02%
895
+150
220
$144K 0.02%
1,785
-28
221
$143K 0.02%
250
222
$142K 0.02%
1,100
223
$140K 0.02%
295
224
$138K 0.02%
1,797
225
$137K 0.02%
943
7 8
9
10 11