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
1001
$31.4K ﹤0.01%
4,028
1002
$31.4K ﹤0.01%
414
-1
1003
$31.3K ﹤0.01%
1,215
+370
1004
$31.2K ﹤0.01%
762
+12
1005
$31.1K ﹤0.01%
535
+134
1006
$30.8K ﹤0.01%
2,200
1007
$30.7K ﹤0.01%
930
1008
$30K ﹤0.01%
584
+5
1009
$30K ﹤0.01%
3,251
+2,029
1010
$29.8K ﹤0.01%
254
+239
1011
$29.6K ﹤0.01%
286
1012
$29.6K ﹤0.01%
560
+88
1013
$29.6K ﹤0.01%
900
+16
1014
$29.6K ﹤0.01%
271
+252
1015
$29.5K ﹤0.01%
187
+4
1016
$29.4K ﹤0.01%
511
+135
1017
$29.2K ﹤0.01%
263
+70
1018
$28.9K ﹤0.01%
304
+178
1019
$28.8K ﹤0.01%
406
+84
1020
$28.6K ﹤0.01%
900
-154
1021
$28.5K ﹤0.01%
574
1022
$28.4K ﹤0.01%
198
-318
1023
$28.4K ﹤0.01%
+282
1024
$28.3K ﹤0.01%
440
+25
1025
$28.2K ﹤0.01%
1,555
+355
39 40
41
42 43