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
826
$51K 0.01%
14,291
+1,841
827
$51K 0.01%
450
828
$51K 0.01%
+519
829
$50.7K 0.01%
905
-965
830
$50.7K 0.01%
749
+442
831
$50.7K 0.01%
774
832
$50.7K 0.01%
224
+54
833
$50.6K 0.01%
1,208
+308
834
$50.5K 0.01%
1,510
-397
835
$50.4K 0.01%
+2,667
836
$50.4K 0.01%
1,869
-368
837
$50.4K 0.01%
694
+324
838
$50K 0.01%
762
-28
839
$49.7K 0.01%
880
+500
840
$49.6K 0.01%
1,067
-154
841
$49.2K 0.01%
4,155
-800
842
$49K 0.01%
348
-780
843
$49K 0.01%
519
-144
844
$49K 0.01%
6,318
+5,241
845
$48.9K 0.01%
11,564
-3,379
846
$48.8K 0.01%
504
+114
847
$48.8K 0.01%
1,093
+513
848
$48.6K 0.01%
2,893
+1,146
849
$48.6K 0.01%
1,535
+1,176
850
$48.5K 0.01%
871
32 33
34
35 36