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
376
$20.8K ﹤0.01%
1,032
377
$20.3K ﹤0.01%
400
378
$20.2K ﹤0.01%
250
379
$19.6K ﹤0.01%
364
380
$19.5K ﹤0.01%
230
381
$19.3K ﹤0.01%
624
+6
382
$18.8K ﹤0.01%
500
383
$18.7K ﹤0.01%
84
384
$18.5K ﹤0.01%
330
385
$18K ﹤0.01%
500
386
$16.6K ﹤0.01%
150
-68
387
$16.5K ﹤0.01%
165
388
$16K ﹤0.01%
340
389
$15.9K ﹤0.01%
77
390
$15.7K ﹤0.01%
488
391
$15.6K ﹤0.01%
186
392
$15.3K ﹤0.01%
240
393
$15.1K ﹤0.01%
274
+3
394
$14.3K ﹤0.01%
238
+78
395
$14.1K ﹤0.01%
57
396
$14K ﹤0.01%
100
397
$13.9K ﹤0.01%
80
398
$13.6K ﹤0.01%
180
399
$13.4K ﹤0.01%
69
400
$13.3K ﹤0.01%
+25