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
426
$16.5K ﹤0.01%
233
-400
427
$16.2K ﹤0.01%
448
428
$16.2K ﹤0.01%
186
429
$16K ﹤0.01%
50
430
$15.8K ﹤0.01%
279
431
$15.7K ﹤0.01%
25
432
$15.5K ﹤0.01%
1,106
433
$15.4K ﹤0.01%
200
-57
434
$14.9K ﹤0.01%
+153
435
$14.7K ﹤0.01%
323
436
$14.6K ﹤0.01%
310
-13
437
$14.5K ﹤0.01%
340
438
$14.5K ﹤0.01%
100
-3
439
$14.5K ﹤0.01%
50
-2
440
$14.4K ﹤0.01%
308
441
$14.1K ﹤0.01%
300
442
$14K ﹤0.01%
42
-2
443
$13.9K ﹤0.01%
109
-10
444
$13.7K ﹤0.01%
35
445
$13.1K ﹤0.01%
130
446
$13K ﹤0.01%
179
-40
447
$12.9K ﹤0.01%
238
-6
448
$12.8K ﹤0.01%
137
-5
449
$12.7K ﹤0.01%
1,266
450
$12.3K ﹤0.01%
126
16 17
18
19 20