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
801
$54.9K 0.01%
584
+148
802
$54.4K 0.01%
881
+28
803
$54.3K 0.01%
968
+915
804
$54.3K 0.01%
514
-132
805
$54.2K 0.01%
1,084
+311
806
$54K 0.01%
4,796
+2,639
807
$53.9K 0.01%
757
+18
808
$53.7K 0.01%
1,492
-12
809
$53.7K 0.01%
1,148
+129
810
$53.7K 0.01%
+27,800
811
$53.3K 0.01%
4,541
+3,516
812
$53.2K 0.01%
292
+10
813
$53.1K 0.01%
254
+153
814
$53K 0.01%
212
+208
815
$53K 0.01%
8,312
816
$52.9K 0.01%
1,093
-210
817
$52.7K 0.01%
1,807
-228
818
$52.3K 0.01%
10,000
819
$52.1K 0.01%
279
+168
820
$52K 0.01%
1,112
+186
821
$51.9K 0.01%
993
-15
822
$51.6K 0.01%
497
+72
823
$51.6K 0.01%
873
+657
824
$51.5K 0.01%
8,574
+7,263
825
$51.5K 0.01%
697
+679
31 32
33
34 35