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
901
$42.4K ﹤0.01%
241
-155
902
$42.4K ﹤0.01%
1,006
+14
903
$42.1K ﹤0.01%
654
904
$42K ﹤0.01%
4,392
+467
905
$41.9K ﹤0.01%
642
+587
906
$41.8K ﹤0.01%
1,650
+1,224
907
$41.6K ﹤0.01%
457
-6
908
$41.5K ﹤0.01%
+673
909
$41.5K ﹤0.01%
932
+28
910
$41.4K ﹤0.01%
552
+209
911
$41.4K ﹤0.01%
397
-24
912
$41.3K ﹤0.01%
222
+3
913
$41.3K ﹤0.01%
879
914
$41.2K ﹤0.01%
143
+51
915
$41.1K ﹤0.01%
506
-41
916
$41K ﹤0.01%
1,797
+1,757
917
$40.9K ﹤0.01%
1,142
+15
918
$40.9K ﹤0.01%
1,083
+318
919
$40.9K ﹤0.01%
1,000
+350
920
$40.7K ﹤0.01%
+264
921
$40.6K ﹤0.01%
221
+6
922
$40.3K ﹤0.01%
34
+8
923
$40.2K ﹤0.01%
1,271
+51
924
$40K ﹤0.01%
5,169
925
$39.7K ﹤0.01%
348
+326
35 36
37
38 39