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
976
$34.3K ﹤0.01%
3,433
+126
977
$34K ﹤0.01%
867
-83
978
$33.9K ﹤0.01%
420
-389
979
$33.8K ﹤0.01%
174
+105
980
$33.8K ﹤0.01%
202
-10
981
$33.6K ﹤0.01%
444
+271
982
$33.6K ﹤0.01%
915
-950
983
$33.6K ﹤0.01%
1,532
+488
984
$33.5K ﹤0.01%
3,104
+263
985
$33.4K ﹤0.01%
241
-120
986
$33.3K ﹤0.01%
494
+43
987
$33.2K ﹤0.01%
916
988
$33.1K ﹤0.01%
1,454
989
$32.4K ﹤0.01%
3,201
-241
990
$32.3K ﹤0.01%
816
+570
991
$32.3K ﹤0.01%
299
+114
992
$31.7K ﹤0.01%
885
-13
993
$31.7K ﹤0.01%
6,171
-3,402
994
$31.7K ﹤0.01%
868
+202
995
$31.6K ﹤0.01%
1,580
-560
996
$31.6K ﹤0.01%
+2,192
997
$31.6K ﹤0.01%
1,314
+1,264
998
$31.6K ﹤0.01%
1,364
-304
999
$31.5K ﹤0.01%
371
-7
1000
$31.5K ﹤0.01%
1,962
-416
38 39
40
41 42