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
$516M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.57%
2 Healthcare 3.73%
3 Consumer Discretionary 3.54%
4 Financials 3.52%
5 Industrials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
+70
402
$7K ﹤0.01%
965
403
$7K ﹤0.01%
43
+11
404
$6K ﹤0.01%
141
405
$6K ﹤0.01%
78
406
$6K ﹤0.01%
238
+138
407
$6K ﹤0.01%
+19
408
$6K ﹤0.01%
240
409
$6K ﹤0.01%
60
410
$6K ﹤0.01%
165
411
$6K ﹤0.01%
+50
412
$6K ﹤0.01%
+264
413
$5K ﹤0.01%
368
+3
414
$5K ﹤0.01%
60
415
$5K ﹤0.01%
+30
416
$5K ﹤0.01%
120
417
$5K ﹤0.01%
200
418
$5K ﹤0.01%
98
419
$5K ﹤0.01%
25
420
$5K ﹤0.01%
2
421
$4K ﹤0.01%
195
422
$4K ﹤0.01%
58
423
$4K ﹤0.01%
+104
424
$4K ﹤0.01%
65
425
$4K ﹤0.01%
120