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
626
$87.5K 0.01%
1,163
+801
627
$87.1K 0.01%
2,335
+1,247
628
$86.7K 0.01%
1,776
629
$86.5K 0.01%
423
+115
630
$86.3K 0.01%
1,836
-364
631
$86.1K 0.01%
4,780
-215
632
$86K 0.01%
2,535
+105
633
$85.6K 0.01%
582
-26
634
$85.4K 0.01%
2,168
+54
635
$84.8K 0.01%
1,860
-114
636
$84.7K 0.01%
1,933
+710
637
$84.7K 0.01%
1,268
+5
638
$84.6K 0.01%
984
+567
639
$84.5K 0.01%
1,655
+325
640
$84.5K 0.01%
22,766
+453
641
$84.3K 0.01%
2,030
+191
642
$84K 0.01%
100,316
643
$83.7K 0.01%
2,143
-11
644
$83.7K 0.01%
3,316
-937
645
$83.4K 0.01%
65
-51
646
$83.2K 0.01%
1,329
+1,227
647
$82.9K 0.01%
843
-167
648
$82.7K 0.01%
+1,644
649
$82.5K 0.01%
3,056
+721
650
$82.2K 0.01%
200
-34
24 25
26
27 28