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
101
$723K 0.11%
2,882
+53
102
$716K 0.11%
2,945
-117
103
$715K 0.11%
29,044
+280
104
$706K 0.11%
7,077
-200
105
$706K 0.11%
1,258
-71
106
$687K 0.1%
4,353
+10
107
$680K 0.1%
37,062
+4,815
108
$672K 0.1%
4,892
-40
109
$662K 0.1%
4,457
+63
110
$657K 0.1%
11,300
-250
111
$628K 0.09%
23,142
-12
112
$624K 0.09%
1,702
-30
113
$623K 0.09%
5,055
-50
114
$620K 0.09%
14,305
+138
115
$616K 0.09%
1,279
+174
116
$613K 0.09%
1,214
-4
117
$610K 0.09%
2,974
-56
118
$575K 0.09%
4,579
+532
119
$566K 0.09%
1,879
+91
120
$545K 0.08%
3,099
-591
121
$536K 0.08%
1,179
+83
122
$527K 0.08%
+1,729
123
$525K 0.08%
8,519
+329
124
$514K 0.08%
4,199
+1,494
125
$507K 0.08%
9,347
-1,677
3 4
5
6 7