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
401
$13.1K ﹤0.01%
200
402
$12.9K ﹤0.01%
101
403
$12.9K ﹤0.01%
364
404
$12.9K ﹤0.01%
220
-10
405
$12.7K ﹤0.01%
42
406
$12.4K ﹤0.01%
310
+45
407
$12.3K ﹤0.01%
96
408
$12.1K ﹤0.01%
200
409
$11.9K ﹤0.01%
125
410
$11.8K ﹤0.01%
126
411
$11.7K ﹤0.01%
29
412
$11.6K ﹤0.01%
709
413
$11.6K ﹤0.01%
150
414
$11.3K ﹤0.01%
300
415
$11.3K ﹤0.01%
109
416
$11.2K ﹤0.01%
450
417
$11.1K ﹤0.01%
206
418
$11.1K ﹤0.01%
228
419
$11.1K ﹤0.01%
137
420
$11.1K ﹤0.01%
100
421
$10.9K ﹤0.01%
130
422
$10.9K ﹤0.01%
240
-409
423
$10.8K ﹤0.01%
130
424
$10.8K ﹤0.01%
140
425
$10.7K ﹤0.01%
201