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
401
$27.6K ﹤0.01%
76
-3
402
$26.6K ﹤0.01%
800
403
$24.5K ﹤0.01%
270
+61
404
$24.1K ﹤0.01%
400
405
$24K ﹤0.01%
700
406
$24K ﹤0.01%
485
-39
407
$23.9K ﹤0.01%
500
-9
408
$23.7K ﹤0.01%
227
-4
409
$23.6K ﹤0.01%
223
-4
410
$23.5K ﹤0.01%
119
-4
411
$23.5K ﹤0.01%
206
412
$21.3K ﹤0.01%
+200
413
$21K ﹤0.01%
243
+143
414
$20.4K ﹤0.01%
330
415
$19.6K ﹤0.01%
800
416
$19.6K ﹤0.01%
641
-6
417
$19.5K ﹤0.01%
230
418
$19.3K ﹤0.01%
500
419
$19.1K ﹤0.01%
77
420
$18.5K ﹤0.01%
29
421
$18.1K ﹤0.01%
1,109
-19
422
$17.5K ﹤0.01%
150
423
$17.1K ﹤0.01%
80
-3
424
$16.7K ﹤0.01%
500
425
$16.7K ﹤0.01%
101
-4
15 16
17
18 19