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
26
$7.1M 0.78%
41,829
+6,737
27
$6.98M 0.77%
57,721
+15,485
28
$6.82M 0.75%
298,235
29
$6.8M 0.75%
32,813
+5,171
30
$6.75M 0.74%
42,914
+4,369
31
$6.69M 0.74%
2,682
+14
32
$6.55M 0.72%
75,540
+5,570
33
$6.36M 0.7%
35,111
+4,998
34
$6.13M 0.68%
100,442
+98,314
35
$6.12M 0.67%
19,702
+2,190
36
$6.09M 0.67%
42,107
+4,355
37
$5.93M 0.65%
246,803
+3,786
38
$5.7M 0.63%
101,769
+211
39
$5.56M 0.61%
25,038
+3,068
40
$5.5M 0.61%
67,732
-4,998
41
$5.3M 0.58%
43,593
-664
42
$5.02M 0.55%
84,915
+6,289
43
$4.89M 0.54%
52,626
+89
44
$4.8M 0.53%
666,266
+86,755
45
$4.69M 0.52%
110,970
+10,730
46
$4.66M 0.51%
131,444
+1,115
47
$4.53M 0.5%
77,734
-755
48
$4.53M 0.5%
43,677
+7,010
49
$4.4M 0.49%
91,425
+4
50
$4.38M 0.48%
18,626
-126
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