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 | |
|---|---|---|---|---|---|---|---|
| $46.5K | 0.01% | 2,100 | – | – | |||
| $46.3K | 0.01% | 450 | – | – | |||
| $46.2K | 0.01% | 356 | – | – | |||
| $45.8K | 0.01% | 880 | – | – | |||
| $45.7K | 0.01% | 268 | – | – | |||
| $45.1K | 0.01% | 93 | – | – | |||
| $45K | 0.01% | 406 | – | – | |||
| $44.8K | 0.01% | 410 +240 | +141% | +$26.2K | |||
| $44.7K | 0.01% | 700 | – | – | |||
| $44.5K | 0.01% | 950 | – | – | |||
| $44.4K | 0.01% | 1,550 | – | – | |||
| $44.3K | 0.01% | 1,000 | – | – | |||
| $44.2K | 0.01% | 326 | – | – | |||
| $43.5K | 0.01% | 600 | – | – | |||
| $43K | 0.01% | 30 | – | – | |||
| $42.3K | 0.01% | 419 | – | – | |||
| $40.7K | 0.01% | 314 | – | – | |||
| $40K | 0.01% | 2,000 | – | – | |||
| $38.3K | 0.01% | 533 | – | – | |||
| $37.8K | 0.01% | 608 | – | – | |||
| $36.5K | 0% | 111 +41 | +59% | +$13.5K | |||
| $36.4K | 0% | 1,000 | – | – | |||
| $35.6K | 0% | 373 | New | +$35.6K | |||
| $35.3K | 0% | 600 | – | – | |||
| $34.9K | 0% | 401 | – | – |
