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
526
$118K 0.01%
12,909
+3,377
527
$118K 0.01%
+2,498
528
$117K 0.01%
1,578
+523
529
$116K 0.01%
608
+146
530
$116K 0.01%
2,750
531
$116K 0.01%
3,258
+302
532
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491
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533
$114K 0.01%
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534
$114K 0.01%
3,706
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535
$113K 0.01%
13,495
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536
$113K 0.01%
1,410
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537
$113K 0.01%
4,558
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538
$112K 0.01%
1,300
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539
$112K 0.01%
461
-30
540
$112K 0.01%
3,386
-17,381
541
$112K 0.01%
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$111K 0.01%
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1,740
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544
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1,912
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545
$111K 0.01%
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546
$111K 0.01%
2,187
+31
547
$111K 0.01%
13,267
-16,589
548
$110K 0.01%
536
+50
549
$110K 0.01%
4,152
550
$110K 0.01%
1,312
-460
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