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
351
$48.8K 0.01%
+2,100
352
$48.6K 0.01%
678
+370
353
$48.5K 0.01%
450
354
$48K 0.01%
115
-7
355
$47.2K 0.01%
400
+390
356
$46.9K 0.01%
356
357
$46.8K 0.01%
550
+1
358
$46.4K 0.01%
+312
359
$45.6K 0.01%
600
360
$44.9K 0.01%
560
-5
361
$44K 0.01%
244
-464
362
$43.9K 0.01%
463
-16
363
$43.9K 0.01%
1,068
+1
364
$42.9K 0.01%
2,000
-17
365
$42.8K 0.01%
326
366
$40.7K 0.01%
155
-2
367
$40.6K 0.01%
533
368
$39.4K 0.01%
120
-1
369
$38.7K 0.01%
1,000
370
$37.7K 0.01%
260
-2
371
$37.6K 0.01%
+1,100
372
$36.8K 0.01%
1,315
373
$36.7K 0.01%
608
374
$36.6K 0.01%
+3,645
375
$35.8K 0.01%
+528
13 14
15
16 17