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
576
$504 ﹤0.01%
+126
577
$463 ﹤0.01%
11
578
$432 ﹤0.01%
15
579
$432 ﹤0.01%
15
580
$419 ﹤0.01%
71
581
$396 ﹤0.01%
+6
582
$336 ﹤0.01%
5
583
– –
-752
584
$313 ﹤0.01%
2
-3
585
$288 ﹤0.01%
+12
586
$277 ﹤0.01%
100
587
$260 ﹤0.01%
+20
588
$217 ﹤0.01%
63
+25
589
$214 ﹤0.01%
24
-178
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$198 ﹤0.01%
1
591
$193 ﹤0.01%
3
592
$184 ﹤0.01%
+25
593
$170 ﹤0.01%
8
594
$166 ﹤0.01%
+250
595
$157 ﹤0.01%
8
596
$155 ﹤0.01%
+88
597
$154 ﹤0.01%
1
598
$132 ﹤0.01%
8
599
$128 ﹤0.01%
+18
600
$124 ﹤0.01%
1
22 23
24
25 26