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
$662M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$10.7M
3
+$6.88M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.76M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.37M

Top Sells

1
+$1.66M
2
+$1.19M
3
+$1.19M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.14M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$777K

Sector Composition

1 Technology 5.12%
2 Financials 4.37%
3 Healthcare 3.18%
4 Consumer Discretionary 3.08%
5 Industrials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$146K 0.02%
1,440
-4
227
$146K 0.02%
1,103
228
$145K 0.02%
850
-3
229
$145K 0.02%
6,239
230
$143K 0.02%
335
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231
$142K 0.02%
2,421
232
$142K 0.02%
5,000
-1,000
233
$140K 0.02%
350
-23
234
$139K 0.02%
250
235
$139K 0.02%
3,600
236
$138K 0.02%
668
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237
$138K 0.02%
1,631
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238
$137K 0.02%
859
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239
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610
240
$136K 0.02%
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241
$134K 0.02%
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242
$133K 0.02%
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247
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714
248
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133
-1
249
$128K 0.02%
306
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250
$127K 0.02%
409
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10
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