EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$907M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,668
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.19M
3
+$3.28M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.11M
5
COST icon
Costco
COST
+$2.9M

Top Sells

1
+$5.71M
2
+$2.96M
3
+$2.86M
4
XES icon
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
+$2.64M
5
TGT icon
Target
TGT
+$2M

Sector Composition

1 Technology 11.43%
2 Consumer Discretionary 6.76%
3 Financials 6.71%
4 Industrials 4.69%
5 Healthcare 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$513K 0.06%
5,241
-437
227
$510K 0.06%
2,925
+184
228
$502K 0.06%
4,141
-275
229
$500K 0.06%
20,826
+2,764
230
$495K 0.05%
5,075
-478
231
$489K 0.05%
675
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232
$478K 0.05%
1,076
+108
233
$478K 0.05%
+14,407
234
$472K 0.05%
4,924
-48
235
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13,332
+206
236
$466K 0.05%
1,574
-59
237
$461K 0.05%
4,833
-59
238
$459K 0.05%
11,713
239
$454K 0.05%
2,715
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240
$452K 0.05%
3,583
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241
$452K 0.05%
2,179
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242
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3,411
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243
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244
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2,281
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245
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2,627
-48
246
$439K 0.05%
6,135
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247
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2,948
-1,313
248
$437K 0.05%
1,271
-2
249
$435K 0.05%
5,856
-74
250
$431K 0.05%
8,749
-2,216
8 9
10
11 12