EWM

Evermay Wealth Management Portfolio holdings

AUM $812M
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Sells

1 +$2.67M
2 +$1.02M
3 +$442K
4
EOG icon
EOG Resources
EOG
+$407K
5
C icon
Citigroup
C
+$359K

Sector Composition

1 Healthcare 4.22%
2 Financials 4.09%
3 Technology 3.57%
4 Consumer Discretionary 3.16%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,131
152
-7,436
153
-3,060
154
-1,205
155
-2,038