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
851
$48.5K 0.01%
1,571
+34
852
$48.4K 0.01%
398
+35
853
$48.1K 0.01%
660
854
$48.1K 0.01%
+2,236
855
$47.7K 0.01%
2,021
856
$47.6K 0.01%
628
857
$47.6K 0.01%
1,881
+1,287
858
$47.3K 0.01%
1,010
+15
859
$47.2K 0.01%
1,860
-321
860
$46.9K 0.01%
1,016
+236
861
$46.8K 0.01%
3,055
-1,000
862
$46.7K 0.01%
781
+511
863
$46.7K 0.01%
10,732
-3,430
864
$46.7K 0.01%
2,250
+116
865
$46.5K 0.01%
822
-296
866
$46.4K 0.01%
2,800
-753
867
$46.4K 0.01%
6,943
+339
868
$46.3K 0.01%
1,360
869
$46.2K 0.01%
666
-2
870
$46.2K 0.01%
340
-67
871
$46.2K 0.01%
8,477
+7,349
872
$45.9K 0.01%
1,459
+867
873
$45.8K 0.01%
548
+1
874
$45.5K 0.01%
640
875
$45.1K 0.01%
559
+428
33 34
35
36 37