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
601
$94.4K 0.01%
1,045
+90
602
$94.3K 0.01%
1,641
-333
603
$93.3K 0.01%
800
-113
604
$93.3K 0.01%
754
+88
605
$92.9K 0.01%
4,788
+1,273
606
$92.8K 0.01%
1,792
+479
607
$92.7K 0.01%
1,498
+30
608
$92.5K 0.01%
1,008
+106
609
$92.4K 0.01%
1,866
+86
610
$92.4K 0.01%
409
+10
611
$92.3K 0.01%
2,628
612
$92.2K 0.01%
1,060
-114
613
$91.8K 0.01%
1,089
-166
614
$91.4K 0.01%
1,811
-314
615
$90.5K 0.01%
9,679
+2,507
616
$90K 0.01%
1,438
-56
617
$89.9K 0.01%
994
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618
$89.2K 0.01%
304
+25
619
$88.9K 0.01%
4,879
+2,920
620
$88.8K 0.01%
1,280
+563
621
$88.6K 0.01%
790
-145
622
$88.3K 0.01%
+2,449
623
$88.1K 0.01%
1,073
+590
624
$87.9K 0.01%
686
-35
625
$87.5K 0.01%
5,084
-4,621
23 24
25
26 27