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
251
$125K 0.02%
1,025
-3
252
$125K 0.02%
1,219
+80
253
$123K 0.02%
1,386
-249
254
$122K 0.02%
1,797
255
$121K 0.02%
4,330
256
$120K 0.02%
4,595
-867
257
$120K 0.02%
4,283
-74
258
$119K 0.02%
913
259
$118K 0.02%
1,541
+396
260
$118K 0.02%
+5,547
261
$115K 0.02%
753
+2
262
$115K 0.02%
858
263
$114K 0.02%
622
264
$114K 0.02%
1,000
265
$114K 0.02%
1,176
+100
266
$113K 0.02%
2,511
+763
267
$113K 0.02%
1,945
-7
268
$113K 0.02%
414
-1
269
$109K 0.02%
3,096
270
$107K 0.02%
652
271
$106K 0.02%
7,690
+3,475
272
$106K 0.02%
626
-15
273
$106K 0.02%
1,028
+2
274
$106K 0.02%
900
-5
275
$105K 0.02%
1,600
9 10
11
12 13