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
301
$83.1K 0.01%
386
-3
302
$81.5K 0.01%
300
303
$80.6K 0.01%
300
304
$80.6K 0.01%
676
+221
305
$80.5K 0.01%
935
+916
306
$79.3K 0.01%
193
-2
307
$79.2K 0.01%
475
308
$78.6K 0.01%
546
-3
309
$78.5K 0.01%
675
310
$78K 0.01%
400
311
$76.8K 0.01%
5,800
312
$76.3K 0.01%
616
-5
313
$75.9K 0.01%
3,500
-163
314
$75.8K 0.01%
513
315
$74.6K 0.01%
+49
316
$74.5K 0.01%
1,485
317
$71.6K 0.01%
288
+286
318
$71.1K 0.01%
+1,699
319
$71K 0.01%
535
-3
320
$70.7K 0.01%
922
-5
321
$68K 0.01%
1,160
322
$67.7K 0.01%
1,010
-10
323
$67.6K 0.01%
+1,055
324
$67.6K 0.01%
3,906
+3,321
325
$67.4K 0.01%
600
11 12
13
14 15