Evermay Wealth Management Llc Buys iShares Core S&P 500, iShares Core S&P Small-Cap, PIMCO Enhanced Short Maturity Active Exchange-Trad, Sells Vanguard High Dividend Yield, Aflac Inc, Flowers Foods Inc

Arlington, VA, based Investment company Evermay Wealth Management Llc buys iShares Core S&P 500, iShares Core S&P Small-Cap, PIMCO Enhanced Short Maturity Active Exchange-Trad, Sandy Spring Bancorp Inc, Vanguard FTSE Developed Markets, Facebook Inc, Cisco Systems Inc, Valero Energy Corp, Vanguard FTSE Emerging Markets, Schwab U.S. Small-Cap, sells Vanguard High Dividend Yield, Aflac Inc, Flowers Foods Inc, Marriott International Inc, UnitedHealth Group Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Evermay Wealth Management Llc. As of 2018-03-31, Evermay Wealth Management Llc owns 131 stocks with a total value of $290 million. These are the details of the buys and sells.

For the details of EVERMAY WEALTH MANAGEMENT LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=EVERMAY+WEALTH+MANAGEMENT+LLC

These are the top 5 holdings of EVERMAY WEALTH MANAGEMENT LLC
  1. Schwab U.S. Large-Cap (SCHX) - 973,874 shares, 21.21% of the total portfolio. Shares added by 2.02%
  2. iShares Core S&P Mid-Cap (IJH) - 214,572 shares, 13.89% of the total portfolio. Shares added by 8.98%
  3. Vanguard S&P 500 (VOO) - 113,757 shares, 9.51% of the total portfolio. Shares added by 6.82%
  4. SPDR S&P 500 (SPY) - 90,098 shares, 8.19% of the total portfolio. Shares reduced by 2.4%
  5. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 115,493 shares, 4.05% of the total portfolio. Shares added by 20.01%
New Purchase: Sandy Spring Bancorp Inc (SASR)

Evermay Wealth Management Llc initiated holding in Sandy Spring Bancorp Inc. The purchase prices were between $36.68 and $40.86, with an estimated average price of $39. The stock is now traded at around $40.48. The impact to a portfolio due to this purchase was 0.53%. The holding were 39,608 shares as of 2018-03-31.

New Purchase: Vanguard FTSE Emerging Markets (VWO)

Evermay Wealth Management Llc initiated holding in Vanguard FTSE Emerging Markets. The purchase prices were between $44.96 and $50.98, with an estimated average price of $47.95. The stock is now traded at around $45.20. The impact to a portfolio due to this purchase was 0.21%. The holding were 12,758 shares as of 2018-03-31.

New Purchase: Royal Dutch Shell PLC (RDS.A)

Evermay Wealth Management Llc initiated holding in Royal Dutch Shell PLC. The purchase prices were between $61.75 and $71.42, with an estimated average price of $65.87. The stock is now traded at around $69.84. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,760 shares as of 2018-03-31.

New Purchase: Western Digital Corp (WDC)

Evermay Wealth Management Llc initiated holding in Western Digital Corp. The purchase prices were between $80.09 and $106.45, with an estimated average price of $89.06. The stock is now traded at around $77.28. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,475 shares as of 2018-03-31.

New Purchase: BorgWarner Inc (BWA)

Evermay Wealth Management Llc initiated holding in BorgWarner Inc. The purchase prices were between $48.01 and $57.91, with an estimated average price of $52.82. The stock is now traded at around $49.13. The impact to a portfolio due to this purchase was 0.14%. The holding were 8,228 shares as of 2018-03-31.

New Purchase: Fulton Financial Corp (FULT)

Evermay Wealth Management Llc initiated holding in Fulton Financial Corp. The purchase prices were between $17.45 and $19.45, with an estimated average price of $18.44. The stock is now traded at around $17.25. The impact to a portfolio due to this purchase was 0.13%. The holding were 21,338 shares as of 2018-03-31.

Added: iShares Core S&P 500 (IVV)

Evermay Wealth Management Llc added to a holding in iShares Core S&P 500 by 26.62%. The purchase prices were between $259.62 and $288.66, with an estimated average price of $274.94. The stock is now traded at around $267.82. The impact to a portfolio due to this purchase was 0.81%. The holding were 42,211 shares as of 2018-03-31.

Added: iShares Core S&P Small-Cap (IJR)

Evermay Wealth Management Llc added to a holding in iShares Core S&P Small-Cap by 27.89%. The purchase prices were between $73.35 and $80.36, with an estimated average price of $77.84. The stock is now traded at around $78.83. The impact to a portfolio due to this purchase was 0.8%. The holding were 138,313 shares as of 2018-03-31.

Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Evermay Wealth Management Llc added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 20.01%. The purchase prices were between $101.45 and $101.71, with an estimated average price of $101.57. The stock is now traded at around $101.44. The impact to a portfolio due to this purchase was 0.68%. The holding were 115,493 shares as of 2018-03-31.

Added: Vanguard FTSE Developed Markets (VEA)

Evermay Wealth Management Llc added to a holding in Vanguard FTSE Developed Markets by 85.07%. The purchase prices were between $43.31 and $47.88, with an estimated average price of $45.38. The stock is now traded at around $44.97. The impact to a portfolio due to this purchase was 0.52%. The holding were 74,946 shares as of 2018-03-31.

Added: Facebook Inc (FB)

Evermay Wealth Management Llc added to a holding in Facebook Inc by 65.52%. The purchase prices were between $152.22 and $193.09, with an estimated average price of $179.55. The stock is now traded at around $176.61. The impact to a portfolio due to this purchase was 0.23%. The holding were 10,497 shares as of 2018-03-31.

Added: Cisco Systems Inc (CSCO)

Evermay Wealth Management Llc added to a holding in Cisco Systems Inc by 75.95%. The purchase prices were between $38.77 and $45.55, with an estimated average price of $42.41. The stock is now traded at around $45.30. The impact to a portfolio due to this purchase was 0.21%. The holding were 32,424 shares as of 2018-03-31.

Sold Out: Aflac Inc (AFL)

Evermay Wealth Management Llc sold out a holding in Aflac Inc. The sale prices were between $41.63 and $45.85, with an estimated average price of $44.23.

Sold Out: Flowers Foods Inc (FLO)

Evermay Wealth Management Llc sold out a holding in Flowers Foods Inc. The sale prices were between $18.49 and $21.86, with an estimated average price of $20.18.

Sold Out: UnitedHealth Group Inc (UNH)

Evermay Wealth Management Llc sold out a holding in UnitedHealth Group Inc. The sale prices were between $212.55 and $248.47, with an estimated average price of $228.4.

Sold Out: The Hartford Financial Services Group Inc (HIG)

Evermay Wealth Management Llc sold out a holding in The Hartford Financial Services Group Inc. The sale prices were between $50.29 and $59.11, with an estimated average price of $54.71.

Sold Out: Air Products & Chemicals Inc (APD)

Evermay Wealth Management Llc sold out a holding in Air Products & Chemicals Inc. The sale prices were between $152.8 and $174, with an estimated average price of $164.88.

Sold Out: Clorox Co (CLX)

Evermay Wealth Management Llc sold out a holding in Clorox Co. The sale prices were between $124.22 and $146.44, with an estimated average price of $134.31.



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