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
76
$1.08M 0.16%
2,742
-1
77
$1.06M 0.16%
6,970
+115
78
$1.03M 0.16%
10,541
+407
79
$1M 0.15%
+3,705
80
$986K 0.15%
10,666
-5
81
$981K 0.15%
2,829
-62
82
$956K 0.14%
19,156
+367
83
$937K 0.14%
1,958
+329
84
$920K 0.14%
4,041
-80
85
$919K 0.14%
1,751
86
$859K 0.13%
1,656
-2
87
$848K 0.13%
8,358
+851
88
$833K 0.13%
4,040
-7
89
$831K 0.13%
2,853
+16
90
$831K 0.13%
5,048
-113
91
$825K 0.12%
3,270
-24
92
$817K 0.12%
35,924
+34,924
93
$810K 0.12%
1,123
-1
94
$790K 0.12%
1,383
-88
95
$786K 0.12%
+20,276
96
$780K 0.12%
2,992
-39
97
$761K 0.11%
+65,321
98
$755K 0.11%
47,930
+4,931
99
$754K 0.11%
25,850
+8,370
100
$753K 0.11%
2,647
+106
2 3
4
5 6