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 | |
|---|---|---|---|---|---|---|---|
| $3.08K | 0% | 17 | New | +$3.08K | |||
| $2.99K | 0% | 200 | – | – | |||
| $2.98K | 0% | 66 | – | – | |||
| $2.97K | 0% | 85 | New | +$2.97K | |||
| $2.87K | 0% | 25 | – | – | |||
| $2.84K | 0% | 105 | New | +$2.84K | |||
| $2.8K | 0% | 62 | – | – | |||
| $2.65K | 0% | 40 | – | – | |||
| $2.65K | 0% | 4 | – | – | |||
| $2.6K | 0% | 300 | – | – | |||
| $2.29K | 0% | 110 | – | – | |||
| $2.19K | 0% | 75 | – | – | |||
| $2.18K | 0% | 160 -31 | -16% | -$423 | |||
| $2.17K | 0% | 50 | – | – | |||
| $1.98K | 0% | 10 | – | – | |||
| $1.9K | 0% | 15 | – | – | |||
| $1.84K | 0% | 24 | – | – | |||
| $1.8K | 0% | 80 | – | – | |||
| $1.76K | 0% | 21 | – | – | |||
| $1.75K | 0% | 63 | – | – | |||
| $1.61K | 0% | 14 | New | +$1.61K | |||
| $1.6K | 0% | 20 | – | – | |||
| $1.53K | 0% | 20 | – | – | |||
| $1.41K | 0% | 8 | – | – | |||
| $1.3K | 0% | 15 | – | – |
