EWM
Evermay Wealth Management Portfolio holdings
AUM $761M
AUM
$761M
AUM Growth
+$101M (+15%)
Cap. Flow
+$124M
Cap. Flow % of AUM
16.33%
Top 10 Holdings %Top 10 Hldgs %
63.69%
Holding
612
New
39
Increased
65
Reduced
142
Closed
33
Top Buys
| 1 | $77.7M | |
| 2 | $53.6M | |
| 3 | $3.29M | |
| 4 | $2.5M | |
| 5 | $1.58M |
Top Sells
| 1 | $3.16M | |
| 2 | $2.04M | |
| 3 | $1.79M | |
| 4 | $1.66M | |
| 5 | $1.48M |
Sector Composition
| 1 | Technology | 4.56% |
| 2 | Financials | 4.19% |
| 3 | Consumer Discretionary | 3.01% |
| 4 | Healthcare | 2.34% |
| 5 | Industrials | 1.7% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $85.8K | 0.01% | 534 +2 | +0.4% | +$321 | |||
| $85.6K | 0.01% | 286 -169 | -37% | -$50.6K | |||
| $85.6K | 0.01% | 2,609 | New | +$85.6K | |||
| $84.8K | 0.01% | 822 | – | – | |||
| $83.2K | 0.01% | 1,031 +133 | +15% | +$10.7K | |||
| $82K | 0.01% | 4,775 | New | +$82K | |||
| $80.6K | 0.01% | 400 | New | +$80.6K | |||
| $80.5K | 0.01% | 399 | – | – | |||
| $79K | 0.01% | 300 | – | – | |||
| $79K | 0.01% | 1,110 | – | – | |||
| $78.8K | 0.01% | 5,800 | – | – | |||
| $78.6K | 0.01% | 1,095 | – | – | |||
| $77.6K | 0.01% | 1,340 | – | – | |||
| $77.4K | 0.01% | 316 -10 | -3% | -$2.45K | |||
| $76.9K | 0.01% | 600 | – | – | |||
| $74.1K | 0.01% | 3,000 | – | – | |||
| $72.8K | 0.01% | 155 | – | – | |||
| $71.6K | 0.01% | 148 | – | – | |||
| $70.7K | 0.01% | 947 +85 | +10% | +$6.35K | |||
| $69.5K | 0.01% | 210 | – | – | |||
| $69.3K | 0.01% | 996 +200 | +25% | +$13.9K | |||
| $67.8K | 0.01% | 475 | – | – | |||
| $67.3K | 0.01% | 1,432 -100 | -7% | -$4.7K | |||
| $66.6K | 0.01% | 300 | – | – | |||
| $66.5K | 0.01% | 180 | – | – |
