We are live on ! Find out more
EWM

Evermay Wealth Management Portfolio holdings

AUM $902M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
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
+$10.1M
3
+$6.89M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.73M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.37M

Top Sells

1
+$1.66M
2
+$1.14M
3
+$1.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.09M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K

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
726
– –
-36
727
– –
-2
728
– –
-11
729
– –
-1
730
– –
-10
731
– –
-2
732
– –
-1
733
– –
-3
734
– –
-5
735
– –
-2
736
– –
-3
737
– –
-1
738
– –
-2
739
– –
-18
740
– –
-3
741
– –
-2
26 27 28 29
30