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 | |
|---|---|---|---|---|---|---|---|
| $17.3K | 0% | 150 | – | – | |||
| $16.8K | 0% | 150 | – | – | |||
| $16.5K | 0% | 29 | – | – | |||
| $16.5K | 0% | 229 | – | – | |||
| $16.2K | 0% | 1,266 | – | – | |||
| $15.6K | 0% | 214 | – | – | |||
| $15.5K | 0% | 200 | – | – | |||
| $15.2K | 0% | 220 | – | – | |||
| $15K | 0% | 230 | – | – | |||
| $14.5K | 0% | 42 | – | – | |||
| $14.1K | 0% | 100 | – | – | |||
| $14.1K | 0% | 300 | – | – | |||
| $13.8K | 0% | 238 | – | – | |||
| $13.5K | 0% | 107 | – | – | |||
| $13.4K | 0% | 55 | – | – | |||
| $13.3K | 0% | 120 | – | – | |||
| $13.3K | 0% | 130 | – | – | |||
| $13.1K | 0% | 131 | – | – | |||
| $13K | 0% | 133 | – | – | |||
| $13K | 0% | 152 | – | – | |||
| $12.9K | 0% | 125 | – | – | |||
| $12.8K | 0% | 298 | – | – | |||
| $12.8K | 0% | 100 | – | – | |||
| $12.3K | 0% | 80 | – | – | |||
| $12.2K | 0% | 50 -45 | -47% | -$11K |
