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
126
$504K 0.08%
8,701
-33
127
$497K 0.08%
1,953
+336
128
$495K 0.07%
2,825
-220
129
$490K 0.07%
1,796
-2
130
$483K 0.07%
3,398
+304
131
$482K 0.07%
12,484
+2,556
132
$469K 0.07%
2,956
133
$456K 0.07%
598
+23
134
$455K 0.07%
1,852
+9
135
$454K 0.07%
780
+44
136
$450K 0.07%
2,885
+2,705
137
$446K 0.07%
5,334
-125
138
$445K 0.07%
733
-4
139
$435K 0.07%
9,841
+76
140
$427K 0.06%
1,646
-36
141
$415K 0.06%
14,956
-2,062
142
$410K 0.06%
7,064
+1,560
143
$409K 0.06%
5,812
+149
144
$407K 0.06%
1,770
-2
145
$403K 0.06%
3,548
+117
146
$402K 0.06%
6,962
-206
147
$396K 0.06%
15,667
-70
148
$393K 0.06%
1,667
+1,540
149
$384K 0.06%
11,823
150
$377K 0.06%
2,130
-79
4 5
6
7 8