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
526
$2.65K ﹤0.01%
191
-315
527
$2.53K ﹤0.01%
15
528
$2.51K ﹤0.01%
+146
529
$2.48K ﹤0.01%
+75
530
$2.44K ﹤0.01%
97
531
$2.42K ﹤0.01%
147
532
$2.42K ﹤0.01%
40
533
$2.38K ﹤0.01%
+62
534
$2.32K ﹤0.01%
110
+60
535
$2.24K ﹤0.01%
169
-34
536
$2.15K ﹤0.01%
+99
537
$2.1K ﹤0.01%
22
-81
538
$2.1K ﹤0.01%
+9
539
$2.08K ﹤0.01%
48
540
$2.08K ﹤0.01%
124
-20
541
$2.06K ﹤0.01%
120
542
$1.95K ﹤0.01%
10
543
$1.84K ﹤0.01%
10
544
$1.83K ﹤0.01%
47
-11
545
$1.82K ﹤0.01%
26
546
$1.76K ﹤0.01%
24
547
$1.76K ﹤0.01%
35
548
$1.66K ﹤0.01%
43
549
$1.65K ﹤0.01%
24
550
$1.64K ﹤0.01%
+36
20 21
22
23 24