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
776
$58.6K 0.01%
2,500
+2,408
777
$58.5K 0.01%
+1,460
778
$58.3K 0.01%
2,620
+32
779
$58K 0.01%
700
780
$58K 0.01%
1,890
-744
781
$57.9K 0.01%
3,230
+930
782
$57.8K 0.01%
569
+4
783
$57.6K 0.01%
1,101
+10
784
$57.6K 0.01%
177
+41
785
$57.5K 0.01%
255
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786
$57.4K 0.01%
5,048
-3,300
787
$57.4K 0.01%
373
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788
$57.3K 0.01%
2,227
-422
789
$57.2K 0.01%
244
-458
790
$57.2K 0.01%
804
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791
$57.2K 0.01%
1,442
-135
792
$57K 0.01%
864
-15
793
$56.8K 0.01%
902
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794
$56.5K 0.01%
2,385
-1,688
795
$56.3K 0.01%
448
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796
$56.2K 0.01%
1,435
797
$55.8K 0.01%
2,860
-2,574
798
$55.6K 0.01%
1,260
-88
799
$55.1K 0.01%
1,067
+468
800
$55K 0.01%
383
-105
30 31
32
33 34