EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$5.63M
2
+$4.66M
3
+$3.24M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.97M
5
COST icon
Costco
COST
+$2.73M

Top Sells

1
+$5.71M
2
+$2.99M
3
+$2.58M
4
XES icon
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
+$2.48M
5
TGT icon
Target
TGT
+$2.25M

Sector Composition

1 Technology 11.42%
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
-34
232
$478K 0.05%
1,076
+108
233
$478K 0.05%
+14,407
234
$472K 0.05%
4,924
-48
235
$470K 0.05%
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
-211
240
$452K 0.05%
3,583
-100
241
$452K 0.05%
2,179
-51
242
$451K 0.05%
3,411
+28
243
$448K 0.05%
5,790
244
$444K 0.05%
2,281
+320
245
$440K 0.05%
2,627
-48
246
$439K 0.05%
6,135
-502
247
$439K 0.05%
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