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
926
$39.4K ﹤0.01%
211
+3
927
$39.3K ﹤0.01%
619
+11
928
$39.2K ﹤0.01%
868
929
$39.1K ﹤0.01%
161
+5
930
$39K ﹤0.01%
2,172
931
$38.9K ﹤0.01%
732
+198
932
$38.7K ﹤0.01%
+3,045
933
$38.6K ﹤0.01%
357
+150
934
$38.5K ﹤0.01%
3,068
935
$38.3K ﹤0.01%
86
+3
936
$38.3K ﹤0.01%
940
-257
937
$38.3K ﹤0.01%
127
+5
938
$38.2K ﹤0.01%
551
-31
939
$38.1K ﹤0.01%
6
940
$37.7K ﹤0.01%
617
+597
941
$37.6K ﹤0.01%
1,830
-1,034
942
$37.6K ﹤0.01%
1,058
943
$37.4K ﹤0.01%
130
944
$37.3K ﹤0.01%
351
+257
945
$37.3K ﹤0.01%
749
+180
946
$37.2K ﹤0.01%
2,088
+574
947
$37.2K ﹤0.01%
220
+140
948
$37.2K ﹤0.01%
598
-170
949
$36.9K ﹤0.01%
7,773
+2,591
950
$36.9K ﹤0.01%
2,320
-40
36 37
38
39 40