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 | |
|---|---|---|---|---|---|---|---|
| $23.5K | 0% | 403 | – | – | |||
| $23.1K | 0% | 160 -187 | -54% | -$27K | |||
| $22.6K | 0% | 249 +6 | +2% | +$544 | |||
| $22.3K | 0% | 275 | – | – | |||
| $22K | 0% | 108 | – | – | |||
| $21.7K | 0% | 1,109 | – | – | |||
| $21.6K | 0% | 514 +500 | +3,571% | +$21K | |||
| $21.4K | 0% | 400 | – | – | |||
| $20.9K | 0% | 215 | – | – | |||
| $20.9K | 0% | 77 | – | – | |||
| $20.4K | 0% | 170 | – | – | |||
| $20.1K | 0% | 330 | – | – | |||
| $20K | 0% | 200 | – | – | |||
| $19.7K | 0% | 778 | New | +$19.7K | |||
| $19.3K | 0% | 188 | – | – | |||
| $19.2K | 0% | 125 | – | – | |||
| $18.8K | 0% | 206 | – | – | |||
| $18.5K | 0% | 80 | – | – | |||
| $18.4K | 0% | 139 | – | – | |||
| $18.2K | 0% | 165 | – | – | |||
| $18K | 0% | 205 | – | – | |||
| $18K | 0% | 51 | – | – | |||
| $17.8K | 0% | 500 | – | – | |||
| $17.6K | 0% | 250 | – | – | |||
| $17.6K | 0% | 448 | – | – |
