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
701
$71.7K 0.01%
3,751
+1,508
702
$71.4K 0.01%
297
+27
703
$71.3K 0.01%
754
-10
704
$71.2K 0.01%
567
+257
705
$71.1K 0.01%
818
-248
706
$71.1K 0.01%
429
+378
707
$70.7K 0.01%
395
-6
708
$70.4K 0.01%
438
+116
709
$70.1K 0.01%
16,500
710
$70K 0.01%
615
-441
711
$69.8K 0.01%
4,523
+924
712
$69.8K 0.01%
5,569
+468
713
$69.6K 0.01%
509
+14
714
$69.3K 0.01%
19,406
715
$69K 0.01%
1,584
+500
716
$68.4K 0.01%
664
+228
717
$68.1K 0.01%
1,712
+1,675
718
$68K 0.01%
+1,354
719
$67.6K 0.01%
+650
720
$67.3K 0.01%
4,997
721
$67.1K 0.01%
2,908
-982
722
$67K 0.01%
1,106
-59
723
$66.9K 0.01%
8,890
-3,341
724
$66.4K 0.01%
+2,442
725
$66.4K 0.01%
2,876
-1,111
27 28
29
30 31