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
151
$376K 0.06%
6,228
-33
152
$376K 0.06%
4,186
-129
153
$374K 0.06%
449
-1
154
$373K 0.06%
5,158
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155
$366K 0.06%
3,228
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156
$358K 0.05%
1,269
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157
$354K 0.05%
3,936
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158
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159
$351K 0.05%
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-3
160
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161
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861
162
$339K 0.05%
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163
$338K 0.05%
8,505
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164
$337K 0.05%
9,102
-117
165
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1,740
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166
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167
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3,784
168
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169
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1,271
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170
$278K 0.04%
184
171
$276K 0.04%
1,350
172
$274K 0.04%
3,550
-150
173
$271K 0.04%
3,147
-40
174
$269K 0.04%
3,061
+87
175
$266K 0.04%
4,382
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7
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