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
376
$35.7K 0.01%
137
-2
377
$35.5K 0.01%
278
+45
378
$35.2K 0.01%
+463
379
$35.1K 0.01%
268
-3
380
$35.1K 0.01%
+2,000
381
$34.6K 0.01%
1,093
382
$33.9K 0.01%
450
-15
383
$33.3K 0.01%
790
384
$33.2K 0.01%
458
-6
385
$33K 0.01%
655
-6,743
386
$32.3K ﹤0.01%
250
387
$31.5K ﹤0.01%
+108
388
$31.2K ﹤0.01%
304
389
$31.1K ﹤0.01%
1,057
390
$30.9K ﹤0.01%
+4,154
391
$29.7K ﹤0.01%
1,462
392
$29.1K ﹤0.01%
+902
393
$29.1K ﹤0.01%
735
394
$29K ﹤0.01%
1,844
+500
395
$28.9K ﹤0.01%
464
396
$28.7K ﹤0.01%
419
-374
397
$28.6K ﹤0.01%
514
398
$28.1K ﹤0.01%
174
-168
399
$27.8K ﹤0.01%
570
-1,857
400
$27.8K ﹤0.01%
1,000
14 15
16
17 18