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
176
$254K 0.04%
2,690
+170
177
$251K 0.04%
6,434
-13
178
$247K 0.04%
693
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179
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180
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14,323
181
$244K 0.04%
10,512
-1,020
182
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995
-82
183
$233K 0.04%
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184
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1,216
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185
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3,200
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186
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1,174
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187
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188
$228K 0.03%
2,340
-10
189
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406
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190
$225K 0.03%
2,415
191
$221K 0.03%
61
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194
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737
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195
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196
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197
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604
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198
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5,000
199
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200
$207K 0.03%
2,592
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