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
51
$1.64M 0.25%
+26,941
52
$1.61M 0.24%
+38,524
53
$1.57M 0.24%
2,148
+34
54
$1.49M 0.22%
16,980
-5
55
$1.46M 0.22%
48,185
+2,006
56
$1.44M 0.22%
4,274
57
$1.43M 0.22%
8,440
+1,058
58
$1.42M 0.21%
22,234
+607
59
$1.41M 0.21%
8,904
+1,705
60
$1.39M 0.21%
71,264
-446
61
$1.38M 0.21%
7,584
+118
62
$1.36M 0.21%
11,687
+1,335
63
$1.35M 0.2%
9,748
-47
64
$1.31M 0.2%
41,437
+41,432
65
$1.28M 0.19%
5,856
-129
66
$1.27M 0.19%
2,570
-54
67
$1.25M 0.19%
13,787
-8
68
$1.24M 0.19%
9,360
-890
69
$1.2M 0.18%
3,352
+139
70
$1.19M 0.18%
23,062
-45
71
$1.17M 0.18%
4,595
-72
72
$1.17M 0.18%
57,543
+108
73
$1.13M 0.17%
6,987
+574
74
$1.11M 0.17%
3,548
-964
75
$1.08M 0.16%
11,164
-5
1 2
3
4 5