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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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 4.7%
5 Healthcare 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$19 ﹤0.01%
10
2477
$17 ﹤0.01%
2
2478
$13 ﹤0.01%
10
2479
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2480
$11 ﹤0.01%
9
2481
– –
0
2482
$9 ﹤0.01%
1
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2483
$8 ﹤0.01%
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-79
2484
$6 ﹤0.01%
+5
2485
– –
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2486
$4 ﹤0.01%
1
2487
$2 ﹤0.01%
1
-1
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-845
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2491
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2492
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2493
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2495
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2500
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101 102