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
26
$4.02M 0.61%
102,816
+45,113
27
$3.25M 0.49%
4,183
-105
28
$3.24M 0.49%
7,713
+125
29
$3.11M 0.47%
+73,023
30
$2.98M 0.45%
+71,042
31
$2.98M 0.45%
10,665
-679
32
$2.91M 0.44%
54,551
-1,635
33
$2.87M 0.43%
16,004
-48
34
$2.83M 0.43%
11,306
-76
35
$2.8M 0.42%
+34,835
36
$2.77M 0.42%
7,230
-131
37
$2.68M 0.4%
7,773
-15
38
$2.63M 0.4%
+45,538
39
$2.54M 0.38%
11,118
-183
40
$2.47M 0.37%
49,145
+565
41
$2.46M 0.37%
5,076
-110
42
$2.44M 0.37%
18,379
+1,013
43
$2.37M 0.36%
38,497
+18,521
44
$2.23M 0.34%
11,600
+8,405
45
$1.97M 0.3%
12,117
-107
46
$1.97M 0.3%
11,166
+83
47
$1.84M 0.28%
3,001
+65
48
$1.81M 0.27%
20,020
-1,700
49
$1.79M 0.27%
42,931
-2,711
50
$1.78M 0.27%
6,321
-6
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2
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