Portfolio (Quarterly)
Guide ↗
EVERMAY WEALTH MANAGEMENT LLC
· CIK 0001066816| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | GIL | GILDAN ACTIVEWEAR INC | Consumer Cyclical | 11 | $688.0 | — | SOLD |
| 22 | MAIN | MAIN STR CAP CORP | Financial Services | 10 | $604.0 | — | SOLD |
| 23 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 19 | $253.0 | — | SOLD |
| 24 | AMLP | ALPS ETF TR | — | 5 | $236.0 | — | SOLD |
| 25 | B | BARRICK MNG CORP | Basic Materials | 5 | $218.0 | — | SOLD |
| 26 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 10 | $174.0 | — | SOLD |
| 27 | HRTX | HERON THERAPEUTICS INC | Healthcare | 100 | $130.0 | — | SOLD |
| 28 | SM | SM ENERGY CO | Energy | 5 | $95.0 | — | SOLD |
| 29 | ALB | ALBEMARLE CORP | Basic Materials | — | $81.0 | — | SOLD |
| 30 | BITO | PROSHARES TR | — | 5 | $61.0 | — | SOLD |
Sector Allocation
Financial Services
37.6%
Technology
18.9%
Consumer Cyclical
9.4%
Industrials
7.7%
Communication Services
7.5%
Healthcare
7.4%
Consumer Defensive
3.4%
Energy
2.9%
Utilities
2.5%
Basic Materials
1.9%