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
651
$82K 0.01%
3,483
-335
652
$81.9K 0.01%
2,027
-14
653
$81.3K 0.01%
5,157
+181
654
$80.7K 0.01%
6,954
+209
655
$80.6K 0.01%
3,093
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656
$80.5K 0.01%
1,820
-5
657
$80.1K 0.01%
3,545
+964
658
$80K 0.01%
350
-17
659
$80K 0.01%
6,875
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660
$79.8K 0.01%
883
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661
$79.3K 0.01%
1,873
+1,480
662
$79.3K 0.01%
232
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663
$78.7K 0.01%
1,265
+1,230
664
$78.4K 0.01%
963
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665
$78.3K 0.01%
351
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666
$77.9K 0.01%
2,167
667
$77.7K 0.01%
572
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668
$77.6K 0.01%
876
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669
$77.4K 0.01%
2,679
-159
670
$77.2K 0.01%
3,354
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671
$76.7K 0.01%
142
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672
$76.7K 0.01%
2,292
673
$76.3K 0.01%
1,193
-106
674
$76.1K 0.01%
500
-150
675
$76.1K 0.01%
1,810
25 26
27
28 29