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
351
$249K 0.03%
1,483
-273
352
$248K 0.03%
8,627
+127
353
$245K 0.03%
2,539
+2,125
354
$243K 0.03%
1,083
+640
355
$242K 0.03%
985
+50
356
$242K 0.03%
9,248
-34
357
$242K 0.03%
1,181
+556
358
$242K 0.03%
6,495
-2,304
359
$241K 0.03%
7,656
-90,851
360
$240K 0.03%
4,834
+2,143
361
$240K 0.03%
722
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362
$240K 0.03%
701
-34
363
$239K 0.03%
3,734
-940
364
$239K 0.03%
2,364
+403
365
$238K 0.03%
5,169
-219
366
$238K 0.03%
447
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367
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2,017
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368
$237K 0.03%
5,920
+2,819
369
$233K 0.03%
15,824
370
$232K 0.03%
11,938
+3,587
371
$231K 0.03%
2,999
+14
372
$228K 0.03%
3,043
+522
373
$228K 0.03%
6,823
-843
374
$228K 0.03%
5,034
+799
375
$227K 0.03%
743
+199
13 14
15
16 17