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
426
$10.6K ﹤0.01%
1,266
427
$10.1K ﹤0.01%
450
428
$10.1K ﹤0.01%
1,007
-210
429
$10K ﹤0.01%
147
430
$9.84K ﹤0.01%
308
431
$9.84K ﹤0.01%
26
432
$9.67K ﹤0.01%
333
433
$9.51K ﹤0.01%
50
434
$9.09K ﹤0.01%
300
435
$9.04K ﹤0.01%
100
436
$8.95K ﹤0.01%
80
437
$8.73K ﹤0.01%
585
438
$8.7K ﹤0.01%
195
439
$8.63K ﹤0.01%
200
440
$8K ﹤0.01%
160
441
$7.89K ﹤0.01%
170
442
$7.85K ﹤0.01%
143
443
$7.64K ﹤0.01%
45
+38
444
$7.34K ﹤0.01%
50
445
$7.3K ﹤0.01%
130
446
$7.23K ﹤0.01%
+200
447
$7.21K ﹤0.01%
400
448
$7.13K ﹤0.01%
198
449
$6.98K ﹤0.01%
90
+25
450
$6.87K ﹤0.01%
60