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
376
$227K 0.03%
3,508
-37
377
$224K 0.02%
3,055
-515
378
$220K 0.02%
2,634
+196
379
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3,489
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380
$216K 0.02%
28,112
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381
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1,372
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382
$215K 0.02%
3,995
-274
383
$214K 0.02%
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384
$214K 0.02%
1,875
-126
385
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800
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386
$211K 0.02%
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387
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1,607
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388
$211K 0.02%
3,338
-1,518
389
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637
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390
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391
$203K 0.02%
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$200K 0.02%
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395
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880
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396
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1,035
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397
$199K 0.02%
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398
$197K 0.02%
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399
$196K 0.02%
1,475
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400
$196K 0.02%
1,128
+70
14 15
16
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