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 | |
|---|---|---|---|---|---|---|---|
| $340K | 0.04% | 1,249 | – | – | |||
| $337K | 0.04% | 4,342 | – | – | |||
| $324K | 0.04% | 1,275 | – | – | |||
| $323K | 0.04% | 2,314 | – | – | |||
| $322K | 0.04% | 5,175 | – | – | |||
| $322K | 0.04% | 3,784 | – | – | |||
| $322K | 0.04% | 8,375 -150 | -2% | -$5.76K | |||
| $321K | 0.04% | 645 -15 | -2% | -$7.47K | |||
| $313K | 0.04% | 331 -38 | -10% | -$36K | |||
| $304K | 0.04% | 1,399 +10 | +0.7% | +$2.18K | |||
| $304K | 0.04% | 693 | – | – | |||
| $297K | 0.04% | 2,712 | – | – | |||
| $294K | 0.04% | 4,820 -560 | -10% | -$34.2K | |||
| $277K | 0.04% | 4,342 -40 | -0.9% | -$2.56K | |||
| $277K | 0.04% | 930 | – | – | |||
| $269K | 0.04% | 443 +2 | +0.5% | +$1.22K | |||
| $264K | 0.03% | 2,017 | – | – | |||
| $263K | 0.03% | 10,512 | – | – | |||
| $263K | 0.03% | 8,929 | – | – | |||
| $255K | 0.03% | 1,350 | – | – | |||
| $254K | 0.03% | 1,499 | – | – | |||
| $247K | 0.03% | 2,047 | – | – | |||
| $245K | 0.03% | 2,481 -14,927 | -86% | -$1.48M | |||
| $245K | 0.03% | 5,955 | – | – | |||
| $237K | 0.03% | 2,415 | – | – |
