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
426
$178K 0.02%
5,310
-115
427
$177K 0.02%
6,567
+6,402
428
$177K 0.02%
10,266
+7,200
429
$177K 0.02%
4,253
-671
430
$177K 0.02%
198
+50
431
$176K 0.02%
3,058
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432
$175K 0.02%
1,010
-690
433
$174K 0.02%
951
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434
$174K 0.02%
473
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435
$174K 0.02%
1,193
+10
436
$173K 0.02%
901
-437
437
$173K 0.02%
2,050
-382
438
$173K 0.02%
5,461
+450
439
$172K 0.02%
4,467
-1,059
440
$171K 0.02%
1,237
-85
441
$171K 0.02%
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442
$170K 0.02%
11,427
+1,286
443
$170K 0.02%
437
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444
$169K 0.02%
675
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445
$163K 0.02%
+4,586
446
$161K 0.02%
715
-5
447
$160K 0.02%
4,407
+3,061
448
$160K 0.02%
2,366
+458
449
$158K 0.02%
1,579
+63
450
$158K 0.02%
5,215
+277
16 17
18
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