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 | |
|---|---|---|---|---|---|---|---|
| $6.02K | 0% | 50 | New | +$6.02K | |||
| $5.97K | 0% | 126 | – | – | |||
| $5.78K | 0% | 90 | – | – | |||
| $5.52K | 0% | 58 | – | – | |||
| $5.52K | 0% | 589 +585 | +14,625% | +$5.48K | |||
| $5.48K | 0% | 72 | – | – | |||
| $5.45K | 0% | 156 +64 | +70% | +$2.24K | |||
| $5.35K | 0% | 85 | New | +$5.35K | |||
| $4.9K | 0% | 60 | New | +$4.9K | |||
| $4.89K | 0% | 134 | – | – | |||
| $4.81K | 0% | 5 | – | – | |||
| $4.73K | 0% | 98 | – | – | |||
| $4.7K | 0% | 107 | New | +$4.7K | |||
| $4.69K | 0% | 120 +5 | +4% | +$195 | |||
| $4.68K | 0% | 177 | – | – | |||
| $4.54K | 0% | 58 | New | +$4.54K | |||
| $4.32K | 0% | 37 | – | – | |||
| $4.12K | 0% | 20 | – | – | |||
| $3.95K | 0% | 126 | – | – | |||
| $3.83K | 0% | 60 | – | – | |||
| $3.59K | 0% | 6,342 | – | – | |||
| $3.53K | 0% | 406 +124 | +44% | +$1.08K | |||
| $3.52K | 0% | 200 | – | – | |||
| $3.32K | 0% | 216 | New | +$3.32K | |||
| $3.11K | 0% | 102 | – | – |
