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
476
$9.33K ﹤0.01%
530
+169
477
$9.25K ﹤0.01%
170
478
$9.21K ﹤0.01%
298
479
$9.04K ﹤0.01%
140
480
$8.99K ﹤0.01%
224
-1,035
481
$8.97K ﹤0.01%
+249
482
$8.79K ﹤0.01%
120
-5
483
$8.57K ﹤0.01%
198
484
$8.51K ﹤0.01%
70
-3
485
$8.14K ﹤0.01%
400
486
$8.04K ﹤0.01%
152
-84
487
$7.77K ﹤0.01%
60
488
$7.59K ﹤0.01%
+139
489
$7.17K ﹤0.01%
90
490
$7.11K ﹤0.01%
398
-18
491
$6.86K ﹤0.01%
50
492
$6.85K ﹤0.01%
143
493
$6.71K ﹤0.01%
58
494
$6.7K ﹤0.01%
100
-100
495
$5.82K ﹤0.01%
140
496
$5.58K ﹤0.01%
+79
497
$5.53K ﹤0.01%
115
498
$5.08K ﹤0.01%
+750
499
$4.91K ﹤0.01%
205
-3,067
500
$4.9K ﹤0.01%
52
-361
18 19
20
21 22