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
401
$194K 0.02%
10,137
402
$194K 0.02%
413
+7
403
$193K 0.02%
7,653
+7,172
404
$193K 0.02%
3,776
-854
405
$190K 0.02%
4,802
-245
406
$190K 0.02%
436
+26
407
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539
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408
$188K 0.02%
2,113
-8
409
$188K 0.02%
855
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410
$186K 0.02%
1,391
+130
411
$186K 0.02%
2,890
+150
412
$186K 0.02%
4,078
+3,911
413
$185K 0.02%
3,364
-120
414
$184K 0.02%
402
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415
$184K 0.02%
1,991
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416
$184K 0.02%
519
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417
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2,804
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418
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1,809
-8
419
$181K 0.02%
598
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420
$180K 0.02%
5,090
421
$179K 0.02%
4,483
+307
422
$178K 0.02%
1,851
-19
423
$178K 0.02%
10,163
+220
424
$178K 0.02%
9,476
+1,246
425
$178K 0.02%
1,985
-43
15 16
17
18 19