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 | |
|---|---|---|---|---|---|---|---|
| $12.2K | 0% | 709 | – | – | |||
| $12.1K | 0% | 101 | – | – | |||
| $12K | 0% | 450 | – | – | |||
| $11.9K | 0% | 85 | – | – | |||
| $11.9K | 0% | 35 | – | – | |||
| $11.8K | 0% | 81 | – | – | |||
| $11.8K | 0% | 147 | – | – | |||
| $11.4K | 0% | 65 | – | – | |||
| $11.4K | 0% | 400 | – | – | |||
| $11K | 0% | 60 | – | – | |||
| $10.9K | 0% | 600 | – | – | |||
| $10.9K | 0% | 199 | – | – | |||
| $10.6K | 0% | 180 | – | – | |||
| $10.6K | 0% | 323 | – | – | |||
| $10.6K | 0% | 140 | – | – | |||
| $10.5K | 0% | 72 | – | – | |||
| $10.5K | 0% | 500 | – | – | |||
| $10.4K | 0% | 100 -25 | -20% | -$2.61K | |||
| $10.3K | 0% | 340 | – | – | |||
| $10.3K | 0% | 327 | New | +$10.3K | |||
| $10.1K | 0% | 300 | – | – | |||
| $9.91K | 0% | 700 | – | – | |||
| $9.69K | 0% | 126 | – | – | |||
| $9.37K | 0% | 159 | – | – | |||
| $9.18K | 0% | 120 | – | – |
