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 | |
|---|---|---|---|---|---|---|---|
| $9.08K | 0% | 34 -164 | -83% | -$43.8K | |||
| $9.01K | 0% | 249 | – | – | |||
| $8.92K | 0% | 265 | – | – | |||
| $8.75K | 0% | 170 | – | – | |||
| $8.73K | 0% | 53 +3 | +6% | +$494 | |||
| $8.42K | 0% | 70 | – | – | |||
| $8.42K | 0% | 125 | – | – | |||
| $8.4K | 0% | 20 | – | – | |||
| $8.3K | 0% | 113 | New | +$8.3K | |||
| $8.28K | 0% | 71 | – | – | |||
| $8.23K | 0% | 1,249 | New | +$8.23K | |||
| $8.22K | 0% | 240 | – | – | |||
| $8.21K | 0% | 149 | – | – | |||
| $7.78K | 0% | 98 -21 | -18% | -$1.67K | |||
| $7.75K | 0% | 198 | – | – | |||
| $7.73K | 0% | 720 +713 | +10,186% | +$7.65K | |||
| $7.6K | 0% | 110 -3 | -3% | -$207 | |||
| $7.33K | 0% | 100 | – | – | |||
| $7.06K | 0% | 160 | – | – | |||
| $6.9K | 0% | 107 | – | – | |||
| $6.49K | 0% | 110 | – | – | |||
| $6.46K | 0% | 34 | – | – | |||
| $6.4K | 0% | 50 | – | – | |||
| $6.29K | 0% | 200 -350 | -64% | -$11K | |||
| $6.1K | 0% | 250 -160 | -39% | -$3.91K |
