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
476
$139K 0.02%
645
+280
477
$139K 0.02%
2,713
+210
478
$136K 0.02%
4,608
+2,658
479
$136K 0.02%
4,675
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480
$136K 0.02%
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481
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3,557
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482
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4,772
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483
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730
484
$134K 0.01%
7,680
+2,436
485
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3,650
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486
$134K 0.01%
684
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487
$133K 0.01%
2,489
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488
$132K 0.01%
5,432
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489
$132K 0.01%
3,118
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490
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1,193
-346
491
$131K 0.01%
12,235
492
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493
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1,428
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494
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260
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495
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325
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496
$128K 0.01%
3,748
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497
$128K 0.01%
471
498
$128K 0.01%
1,950
-437
499
$127K 0.01%
1,173
-68
500
$126K 0.01%
6,041
+4,574
18 19
20
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