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
326
$279K 0.03%
3,332
+319
327
$278K 0.03%
3,938
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588
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329
$276K 0.03%
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330
$276K 0.03%
9,089
-2,217
331
$275K 0.03%
+3,874
332
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722
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333
$273K 0.03%
5,018
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334
$272K 0.03%
2,365
-6
335
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501
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336
$271K 0.03%
5,353
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337
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11,726
-6,832
338
$268K 0.03%
6,262
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339
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552
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340
$267K 0.03%
3,042
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341
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343
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9,833
+319
344
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6,950
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345
$255K 0.03%
7,467
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346
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564
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347
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3,820
-13
348
$250K 0.03%
7,658
+1,409
349
$250K 0.03%
10,280
+6,429
350
$250K 0.03%
3,535
12 13
14
15 16