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
51
$4.37M 0.48%
126,810
+5
52
$4.36M 0.48%
8,105
+5,388
53
$4.26M 0.47%
89,095
+19,995
54
$4.23M 0.47%
12,408
+9,106
55
$4.2M 0.46%
39,023
+411
56
$4.2M 0.46%
40,449
+400
57
$4.18M 0.46%
48,072
+4,011
58
$4.03M 0.44%
166,293
-2,454
59
$4M 0.44%
27,504
+2,337
60
$3.99M 0.44%
13,894
+676
61
$3.98M 0.44%
52,847
+5,178
62
$3.87M 0.43%
51,682
+6,078
63
$3.84M 0.42%
27,747
-387
64
$3.84M 0.42%
33,241
+562
65
$3.81M 0.42%
64,886
-739
66
$3.72M 0.41%
49,517
-1,690
67
$3.66M 0.4%
29,839
+539
68
$3.58M 0.39%
13,667
-1,440
69
$3.54M 0.39%
36,550
+5,249
70
$3.45M 0.38%
104,895
+24
71
$3.39M 0.37%
66,731
+5,792
72
$3.31M 0.37%
125,823
+3,529
73
$3.29M 0.36%
59,454
+59,351
74
$3.14M 0.35%
61,007
+11,875
75
$3.12M 0.34%
7,000
+106
1 2
3
4 5