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
$520M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.88%
2 Financials 5.02%
3 Healthcare 3.59%
4 Consumer Discretionary 3.4%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$30.3K 0.01%
364
352
$30.2K 0.01%
1,462
353
$28.9K 0.01%
304
354
$28.7K 0.01%
752
-40
355
$27.7K 0.01%
735
356
$27.4K 0.01%
411
+60
357
$26.7K 0.01%
1,000
358
$26.6K 0.01%
790
359
$26.4K 0.01%
514
360
$26.1K 0.01%
127
+44
361
$26K 0.01%
151
362
$25.5K ﹤0.01%
123
363
$25.4K ﹤0.01%
464
364
$25K ﹤0.01%
480
365
$24.9K ﹤0.01%
180
+67
366
$24.2K ﹤0.01%
524
367
$23.8K ﹤0.01%
500
368
$23.1K ﹤0.01%
700
369
$22.8K ﹤0.01%
199
370
$22.2K ﹤0.01%
+800
371
$21.3K ﹤0.01%
76
+6
372
$21.2K ﹤0.01%
+200
373
$21.2K ﹤0.01%
398
374
$21K ﹤0.01%
300
375
$20.9K ﹤0.01%
1,109