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 | |
|---|---|---|---|---|---|---|---|
| $66.2K | 0.01% | 800 | – | – | |||
| $66.1K | 0.01% | 461 | – | – | |||
| $65.8K | 0.01% | 5,300 | – | – | |||
| $62.7K | 0.01% | 408 -5 | -1% | -$768 | |||
| $61.7K | 0.01% | 500 | – | – | |||
| $61.2K | 0.01% | 869 | – | – | |||
| $59.6K | 0.01% | 601 | – | – | |||
| $59.4K | 0.01% | 400 | – | – | |||
| $59.4K | 0.01% | 345 | – | – | |||
| $59.2K | 0.01% | 376 | – | – | |||
| $58.4K | 0.01% | 1,854 | New | +$58.4K | |||
| $56.2K | 0.01% | 800 | – | – | |||
| $55.6K | 0.01% | 560 | – | – | |||
| $55.4K | 0.01% | 1,210 -320 | -21% | -$14.7K | |||
| $54.2K | 0.01% | 100 +75 | +300% | +$40.7K | |||
| $53.5K | 0.01% | 1,716 | – | – | |||
| $53K | 0.01% | 370 | – | – | |||
| $52.5K | 0.01% | 1,275 -302 | -19% | -$12.4K | |||
| $52K | 0.01% | 1,010 | – | – | |||
| $51K | 0.01% | 1,597 | – | – | |||
| $50K | 0.01% | 400 | – | – | |||
| $48.6K | 0.01% | 1,200 | – | – | |||
| $48.5K | 0.01% | 670 +306 | +84% | +$22.1K | |||
| $47.5K | 0.01% | 425 | – | – | |||
| $46.6K | 0.01% | 1,067 -102 | -9% | -$4.46K |
