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
201
$202K 0.03%
746
202
$201K 0.03%
1,223
203
$196K 0.03%
1,497
+1
204
$196K 0.03%
2,017
-4
205
$192K 0.03%
11,979
206
$185K 0.03%
2,348
+1,098
207
$184K 0.03%
1,059
-8
208
$183K 0.03%
412
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209
$180K 0.03%
30,000
210
$176K 0.03%
4,846
-69
211
$173K 0.03%
3,459
+280
212
$164K 0.02%
1,310
+1,256
213
$161K 0.02%
833
+5
214
$158K 0.02%
3,775
-268
215
$158K 0.02%
294
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216
$155K 0.02%
951
-29
217
$155K 0.02%
2,350
218
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1,040
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219
$153K 0.02%
5,682
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220
$150K 0.02%
4,159
221
$148K 0.02%
1,460
222
$147K 0.02%
1,101
-3
223
$147K 0.02%
346
224
$147K 0.02%
900
-4
225
$146K 0.02%
504
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7 8
9
10 11