EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$5.63M
2
+$4.66M
3
+$3.24M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.97M
5
COST icon
Costco
COST
+$2.73M

Top Sells

1
+$5.71M
2
+$2.99M
3
+$2.58M
4
XES icon
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
+$2.48M
5
TGT icon
Target
TGT
+$2.25M

Sector Composition

1 Technology 11.42%
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
551
$109K 0.01%
2,293
+713
552
$109K 0.01%
3,375
+58
553
$109K 0.01%
2,007
+47
554
$109K 0.01%
13,586
555
$108K 0.01%
4,272
+20
556
$108K 0.01%
1,357
+118
557
$108K 0.01%
1,700
-2,100
558
$108K 0.01%
1,636
+470
559
$107K 0.01%
984
-58
560
$107K 0.01%
3,260
561
$107K 0.01%
1,580
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562
$106K 0.01%
583
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563
$106K 0.01%
2,616
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564
$106K 0.01%
1,096
+1
565
$106K 0.01%
1,447
-613
566
$106K 0.01%
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567
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2,362
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568
$105K 0.01%
262
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569
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570
$104K 0.01%
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-20
571
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757
-45
572
$103K 0.01%
1,733
+264
573
$103K 0.01%
536
+3
574
$103K 0.01%
7,654
-1,602
575
$102K 0.01%
828
-118
21 22
23
24 25