EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$5.63M
2
+$4.66M
3
+$3.24M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.97M
5
COST icon
Costco
COST
+$2.73M

Top Sells

1
+$5.71M
2
+$2.99M
3
+$2.58M
4
XES icon
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
+$2.48M
5
TGT icon
Target
TGT
+$2.25M

Sector Composition

1 Technology 11.42%
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
676
$76.1K 0.01%
2,122
+20
677
$76K 0.01%
250
+237
678
$76K 0.01%
2,618
-1,053
679
$75.8K 0.01%
1,844
-305
680
$75.8K 0.01%
7,537
+3,005
681
$75.7K 0.01%
967
-1,164
682
$75.6K 0.01%
1,287
+170
683
$74.4K 0.01%
725
+553
684
$74.3K 0.01%
796
+12
685
$74.2K 0.01%
297
+19
686
$74.1K 0.01%
497
+19
687
$74K 0.01%
2,565
+16
688
$73.7K 0.01%
1,617
+1,592
689
$73.7K 0.01%
975
+615
690
$73.5K 0.01%
978
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691
$73.4K 0.01%
+1,274
692
$73.2K 0.01%
1,277
-308
693
$72.9K 0.01%
866
694
$72.7K 0.01%
2,416
+1,106
695
$72.6K 0.01%
127
696
$72.5K 0.01%
1,025
-317
697
$72.5K 0.01%
9,304
-11,588
698
$72.1K 0.01%
1,152
-35
699
$71.9K 0.01%
2,146
-244
700
$71.8K 0.01%
326
+246
26 27
28
29 30