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
551
$1.63K ﹤0.01%
21
552
$1.53K ﹤0.01%
+100
553
$1.52K ﹤0.01%
9
554
$1.51K ﹤0.01%
420
555
$1.43K ﹤0.01%
23
556
$1.35K ﹤0.01%
6
557
$1.34K ﹤0.01%
25
558
$1.3K ﹤0.01%
2
-3
559
$1.28K ﹤0.01%
107
-880
560
$1.26K ﹤0.01%
25
-10
561
$1.26K ﹤0.01%
16
-5
562
$1.2K ﹤0.01%
40
563
$1.18K ﹤0.01%
22
564
$1.16K ﹤0.01%
5
565
$1.08K ﹤0.01%
5
-1
566
$1.06K ﹤0.01%
+140
567
$1.06K ﹤0.01%
26
568
$1K ﹤0.01%
48
569
$813 ﹤0.01%
21
570
$796 ﹤0.01%
50
571
$768 ﹤0.01%
14
-13
572
$674 ﹤0.01%
+25
573
$658 ﹤0.01%
+113
574
$564 ﹤0.01%
+30
575
$521 ﹤0.01%
17
21 22
23
24 25