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
76
$3.1M 0.34%
12,485
+61
77
$3.07M 0.34%
93,291
+32,033
78
$2.87M 0.32%
6,483
+53
79
$2.76M 0.3%
46,076
+34,996
80
$2.75M 0.3%
11,584
+743
81
$2.66M 0.29%
46,297
-76
82
$2.64M 0.29%
17,831
+17,506
83
$2.63M 0.29%
8,158
-986
84
$2.61M 0.29%
15,773
-671
85
$2.61M 0.29%
56,211
-582
86
$2.57M 0.28%
226,542
-1,265
87
$2.57M 0.28%
32,519
-282
88
$2.51M 0.28%
47,946
+12,825
89
$2.5M 0.28%
59,789
+27,818
90
$2.45M 0.27%
44,326
+6,857
91
$2.44M 0.27%
20,495
+4,413
92
$2.37M 0.26%
49,603
-1,481
93
$2.36M 0.26%
21,610
+15,519
94
$2.24M 0.25%
40,336
+442
95
$2.23M 0.25%
17,470
+594
96
$2.19M 0.24%
52,862
-913
97
$2.17M 0.24%
37,629
-447
98
$2.15M 0.24%
36,617
+1,174
99
$2.09M 0.23%
20,121
+3,136
100
$2.08M 0.23%
19,652
-3,419
2 3
4
5 6