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
751
$62.4K 0.01%
1,559
-216
752
$62.2K 0.01%
940
-52
753
$62.2K 0.01%
3,501
+1,540
754
$61.8K 0.01%
1,895
+1,732
755
$61.6K 0.01%
1,412
+30
756
$61.6K 0.01%
597
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757
$61.1K 0.01%
296
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758
$61K 0.01%
243
+2
759
$60.9K 0.01%
1,019
-667
760
$60.8K 0.01%
621
761
$60.6K 0.01%
631
-17
762
$60.3K 0.01%
7,637
-8,871
763
$60.2K 0.01%
1,465
-8
764
$60.1K 0.01%
484
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765
$59.6K 0.01%
419
766
$59.6K 0.01%
803
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$59.5K 0.01%
555
768
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769
$59.3K 0.01%
1,152
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$59.2K 0.01%
531
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$59.1K 0.01%
329
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$59.1K 0.01%
226
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773
$59K 0.01%
2,510
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774
$59K 0.01%
712
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775
$58.8K 0.01%
664
+42
29 30
31
32 33