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
276
$99.9K 0.02%
3,200
+2,850
277
$99.2K 0.02%
614
278
$98.9K 0.01%
2,310
279
$97.5K 0.01%
534
280
$95.8K 0.01%
1,048
+491
281
$95.4K 0.01%
2,663
282
$95.3K 0.01%
600
283
$95K 0.01%
5,300
284
$93.4K 0.01%
1,150
-5
285
$92.8K 0.01%
1,021
+211
286
$92.8K 0.01%
1,003
-14
287
$91.8K 0.01%
2,025
-12
288
$89K 0.01%
2,176
289
$88.6K 0.01%
1,802
+130
290
$87.7K 0.01%
400
-2
291
$87.2K 0.01%
210
-1
292
$86.9K 0.01%
1,290
293
$86.6K 0.01%
872
+46
294
$86K 0.01%
300
295
$85.8K 0.01%
2,326
+1,952
296
$85.7K 0.01%
373
297
$85K 0.01%
350
-2
298
$84.6K 0.01%
2,590
299
$83.5K 0.01%
1,879
-932
300
$83.4K 0.01%
400
-2
10 11
12
13 14