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
726
$66.1K 0.01%
749
+61
727
$66.1K 0.01%
1,985
728
$66K 0.01%
334
+89
729
$66K 0.01%
1,172
-293
730
$65.7K 0.01%
1,467
731
$65.6K 0.01%
378
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732
$65.3K 0.01%
1,400
733
$65K 0.01%
1,122
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734
$64.8K 0.01%
332
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735
$64.5K 0.01%
2,249
-1,052
736
$64.5K 0.01%
592
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737
$64.3K 0.01%
927
738
$64.3K 0.01%
2,855
+2,579
739
$64K 0.01%
1,077
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740
$64K 0.01%
1,881
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741
$63.9K 0.01%
426
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742
$63.7K 0.01%
582
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743
$63.3K 0.01%
1,865
744
$63.3K 0.01%
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745
$62.9K 0.01%
819
-49
746
$62.8K 0.01%
256
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747
$62.7K 0.01%
1,555
-119
748
$62.6K 0.01%
5,947
+423
749
$62.6K 0.01%
788
+327
750
$62.4K 0.01%
449
-472
28 29
30
31 32