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
326
$67.4K 0.01%
780
-54
327
$67.2K 0.01%
1,890
328
$66.4K 0.01%
426
-7
329
$65.4K 0.01%
+1,110
330
$64.9K 0.01%
148
-1
331
$64.1K 0.01%
491
+3
332
$63.1K 0.01%
345
-2
333
$63K 0.01%
180
334
$62K 0.01%
800
335
$61K 0.01%
600
336
$59.7K 0.01%
300
337
$59.3K 0.01%
800
-9
338
$59.1K 0.01%
1,700
+500
339
$58.8K 0.01%
376
+374
340
$58.6K 0.01%
670
341
$58.5K 0.01%
2,341
+400
342
$56.6K 0.01%
601
343
$55.9K 0.01%
1,695
-12
344
$55.3K 0.01%
425
-8
345
$54.9K 0.01%
455
-3
346
$53.9K 0.01%
800
347
$52K 0.01%
1,000
348
$51.3K 0.01%
700
349
$50K 0.01%
400
350
$49.2K 0.01%
406
12 13
14
15 16