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 | |
|---|---|---|---|---|---|---|---|
| $1.29K | 0% | 48 | New | +$1.29K | |||
| $1.23K | 0% | 2 | – | – | |||
| $1.16K | 0% | 17 | – | – | |||
| $1.16K | 0% | 5 | – | – | |||
| $1.16K | 0% | 40 | – | – | |||
| $1.14K | 0% | 12 | New | +$1.14K | |||
| $1.06K | 0% | 48 | – | – | |||
| $1.04K | 0% | 137 | – | – | |||
| $997 | 0% | 11 | New | +$997 | |||
| $914 | 0% | 233 | New | +$914 | |||
| $822 | 0% | 12 | – | – | |||
| $715 | 0% | 48 | New | +$715 | |||
| $712 | 0% | 205 | New | +$712 | |||
| $685 | 0% | 5 | – | – | |||
| $654 | 0% | 113 | – | – | |||
| $623 | 0% | 3 | – | – | |||
| $555 | 0% | 15 | – | – | |||
| $542 | 0% | 40 | New | +$542 | |||
| $494 | 0% | 5 | New | +$494 | |||
| $480 | 0% | 10 -100 | -91% | -$4.8K | |||
| $478 | 0% | 10 | – | – | |||
| $437 | 0% | 16 | – | – | |||
| $431 | 0% | 8 | – | – | |||
| $430 | 0% | 18 | New | +$430 | |||
| $358 | 0% | 71 | – | – |
