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
601
$113 ﹤0.01%
+5
602
$93 ﹤0.01%
+2
603
$67 ﹤0.01%
9
604
$65 ﹤0.01%
9
605
$62 ﹤0.01%
7
-31
606
$59 ﹤0.01%
+1
607
$48 ﹤0.01%
+4
608
$47 ﹤0.01%
2
609
$34 ﹤0.01%
+5
610
$31 ﹤0.01%
2
611
$9 ﹤0.01%
+6
612
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-200
613
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-4
614
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-3
615
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616
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-3
617
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-84
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-3
619
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620
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621
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-3
622
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623
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625
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23 24
25
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