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 | |
|---|---|---|---|---|---|---|---|
| $34.3K | 0% | 440 +110 | +33% | +$8.58K | |||
| $34.3K | 0% | 1,844 | – | – | |||
| $34.2K | 0% | 800 | – | – | |||
| $33K | 0% | 126 | – | – | |||
| $32.4K | 0% | 1,427 -1,552 | -52% | -$35.2K | |||
| $32K | 0% | 485 | – | – | |||
| $31.9K | 0% | 1,000 | – | – | |||
| $31.6K | 0% | 1,057 | – | – | |||
| $31.2K | 0% | 340 | – | – | |||
| $30.8K | 0% | 735 | – | – | |||
| $29.6K | 0% | 304 | – | – | |||
| $29.6K | 0% | 514 | – | – | |||
| $29K | 0% | 132 | – | – | |||
| $28.4K | 0% | 260 | – | – | |||
| $28.1K | 0% | 1,072 -1,150 | -52% | -$30.1K | |||
| $27K | 0% | 554 | – | – | |||
| $26.9K | 0% | 413 +363 | +726% | +$23.7K | |||
| $26.7K | 0% | 1,130 | New | +$26.7K | |||
| $25.2K | 0% | 586 | – | – | |||
| $25.1K | 0% | 174 | – | – | |||
| $25K | 0% | 227 | – | – | |||
| $24.7K | 0% | 615 | – | – | |||
| $24.3K | 0% | 138 | – | – | |||
| $24.2K | 0% | 358 | New | +$24.2K | |||
| $24K | 0% | 1,000 -1,000 | -50% | -$24K |
