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
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
+895
562
$106K 0.01%
583
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563
$106K 0.01%
2,616
+124
564
$106K 0.01%
1,096
+1
565
$106K 0.01%
1,447
-613
566
$106K 0.01%
2,317
+103
567
$106K 0.01%
2,362
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568
$105K 0.01%
262
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569
$105K 0.01%
+2,107
570
$104K 0.01%
1,245
-20
571
$104K 0.01%
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