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
451
$158K 0.02%
1,618
+843
452
$158K 0.02%
1,101
-40
453
$155K 0.02%
1,060
+19
454
$155K 0.02%
65,634
-4,130
455
$155K 0.02%
517
+223
456
$155K 0.02%
2,559
+136
457
$153K 0.02%
7,603
-71
458
$152K 0.02%
929
+29
459
$150K 0.02%
7,388
+1,556
460
$149K 0.02%
523
-14
461
$148K 0.02%
1,406
+223
462
$147K 0.02%
729
+6
463
$147K 0.02%
2,543
-270
464
$146K 0.02%
1,342
-3
465
$145K 0.02%
1,879
-115
466
$145K 0.02%
4,362
+305
467
$144K 0.02%
1,638
+492
468
$144K 0.02%
2,119
-692
469
$143K 0.02%
9,483
+869
470
$143K 0.02%
8,971
-3,009
471
$143K 0.02%
1,224
-317
472
$142K 0.02%
17,156
+3,670
473
$141K 0.02%
179
+7
474
$141K 0.02%
1,614
-114
475
$139K 0.02%
861
-70
17 18
19
20 21