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
501
$4.87K ﹤0.01%
150
502
$4.74K ﹤0.01%
28
-119
503
$4.73K ﹤0.01%
300
504
$4.57K ﹤0.01%
+100
505
$4.51K ﹤0.01%
+177
506
$4.3K ﹤0.01%
26
-3
507
$3.95K ﹤0.01%
160
508
$3.88K ﹤0.01%
+260
509
$3.88K ﹤0.01%
4
-4
510
$3.84K ﹤0.01%
5
511
$3.78K ﹤0.01%
30
-30
512
$3.67K ﹤0.01%
58
-17
513
$3.51K ﹤0.01%
98
-10
514
$3.45K ﹤0.01%
50
515
$3.42K ﹤0.01%
41
+20
516
$3.32K ﹤0.01%
180
517
$3.1K ﹤0.01%
80
518
$2.97K ﹤0.01%
92
519
$2.94K ﹤0.01%
38
+7
520
$2.82K ﹤0.01%
200
521
$2.8K ﹤0.01%
27
522
$2.78K ﹤0.01%
20
-3
523
$2.78K ﹤0.01%
+32
524
$2.75K ﹤0.01%
610
525
$2.67K ﹤0.01%
35
19 20
21
22 23