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
951
$36.9K ﹤0.01%
+1,878
952
$36.8K ﹤0.01%
499
-1,858
953
$36.8K ﹤0.01%
105
+10
954
$36.6K ﹤0.01%
1,666
955
$36.6K ﹤0.01%
2,388
+325
956
$36.4K ﹤0.01%
479
+56
957
$36.4K ﹤0.01%
1,377
+625
958
$36.3K ﹤0.01%
442
-120
959
$36.2K ﹤0.01%
1,348
+749
960
$36K ﹤0.01%
611
-33
961
$35.8K ﹤0.01%
573
+12
962
$35.8K ﹤0.01%
330
-5
963
$35.7K ﹤0.01%
3,397
964
$35.6K ﹤0.01%
838
-237
965
$35.3K ﹤0.01%
164
+50
966
$35.2K ﹤0.01%
1,571
-1,345
967
$35.1K ﹤0.01%
1,070
-79
968
$35K ﹤0.01%
412
-114
969
$34.8K ﹤0.01%
428
-131
970
$34.6K ﹤0.01%
902
+254
971
$34.6K ﹤0.01%
890
972
$34.5K ﹤0.01%
242
-2
973
$34.4K ﹤0.01%
1,843
974
$34.4K ﹤0.01%
571
+15
975
$34.4K ﹤0.01%
1,085
37 38
39
40 41