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
876
$45.1K 0.01%
425
-5
877
$45K 0.01%
510
+161
878
$45K 0.01%
418
+324
879
$44.8K ﹤0.01%
860
+353
880
$44.3K ﹤0.01%
823
-524
881
$44.2K ﹤0.01%
3,622
882
$44.2K ﹤0.01%
446
883
$44.2K ﹤0.01%
564
-101
884
$44.1K ﹤0.01%
636
+42
885
$44K ﹤0.01%
722
886
$43.8K ﹤0.01%
1,270
+165
887
$43.6K ﹤0.01%
+370
888
$43.5K ﹤0.01%
569
-886
889
$43.3K ﹤0.01%
567
-410
890
$43.3K ﹤0.01%
33
+9
891
$43.2K ﹤0.01%
1,473
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892
$43.1K ﹤0.01%
148
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893
$43.1K ﹤0.01%
167
+120
894
$43.1K ﹤0.01%
691
895
$42.8K ﹤0.01%
930
+7
896
$42.8K ﹤0.01%
812
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897
$42.7K ﹤0.01%
4,783
898
$42.6K ﹤0.01%
1,081
+165
899
$42.4K ﹤0.01%
353
+114
900
$42.4K ﹤0.01%
2,118
34 35
36
37 38