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
451
$12.2K ﹤0.01%
12
-8
452
$11.7K ﹤0.01%
220
453
$11.6K ﹤0.01%
201
454
$11.5K ﹤0.01%
65
-2
455
$11.4K ﹤0.01%
450
456
$11.3K ﹤0.01%
55
-4
457
$11.3K ﹤0.01%
180
-5
458
$11K ﹤0.01%
150
-11
459
$10.8K ﹤0.01%
20
-1
460
$10.7K ﹤0.01%
450
461
$10.5K ﹤0.01%
50
462
$10.5K ﹤0.01%
+184
463
$10.4K ﹤0.01%
+200
464
$10.3K ﹤0.01%
709
465
$10.3K ﹤0.01%
60
-24
466
$10.3K ﹤0.01%
120
-40
467
$10.3K ﹤0.01%
240
-9
468
$10.2K ﹤0.01%
+265
469
$10.2K ﹤0.01%
26
-1
470
$10K ﹤0.01%
22
471
$9.82K ﹤0.01%
80
-3
472
$9.6K ﹤0.01%
147
-6
473
$9.59K ﹤0.01%
125
-420
474
$9.43K ﹤0.01%
200
+100
475
$9.41K ﹤0.01%
300
17 18
19
20 21