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
576
$102K 0.01%
528
+4
577
$102K 0.01%
292
+108
578
$102K 0.01%
987
-224
579
$101K 0.01%
649
+330
580
$100K 0.01%
3,977
+1,236
581
$99.8K 0.01%
1,680
+561
582
$98.8K 0.01%
+980
583
$98.7K 0.01%
4,257
+421
584
$98.6K 0.01%
668
+172
585
$98.6K 0.01%
2,820
586
$98.4K 0.01%
10,627
+5,344
587
$98.2K 0.01%
946
+90
588
$97.7K 0.01%
3,748
+843
589
$97.2K 0.01%
3,515
+2,386
590
$97K 0.01%
1,527
+21
591
$96.8K 0.01%
2,673
-60
592
$96.4K 0.01%
252
+7
593
$96.2K 0.01%
490
-139
594
$96.1K 0.01%
5,718
+62
595
$95.5K 0.01%
4,076
596
$95.3K 0.01%
5,515
-191
597
$95.2K 0.01%
10,069
+4,598
598
$94.9K 0.01%
751
+2
599
$94.9K 0.01%
841
+64
600
$94.5K 0.01%
3,545
+604
22 23
24
25 26