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
1026
$28.2K ﹤0.01%
223
-33
1027
$28.1K ﹤0.01%
748
-771
1028
$28K ﹤0.01%
374
-445
1029
$28K ﹤0.01%
1,037
1030
$27.9K ﹤0.01%
432
+137
1031
$27.7K ﹤0.01%
895
+654
1032
$27.7K ﹤0.01%
750
+736
1033
$27.7K ﹤0.01%
191
+14
1034
$27.4K ﹤0.01%
287
+6
1035
$27.4K ﹤0.01%
398
+12
1036
$27.4K ﹤0.01%
642
1037
$27.1K ﹤0.01%
118
+41
1038
$27K ﹤0.01%
672
+126
1039
$26.9K ﹤0.01%
287
-60
1040
$26.9K ﹤0.01%
425
-67
1041
$26.8K ﹤0.01%
176
-74
1042
$26.6K ﹤0.01%
977
+155
1043
$26.6K ﹤0.01%
390
+79
1044
$26.5K ﹤0.01%
995
+45
1045
$26.4K ﹤0.01%
314
-9
1046
$26.3K ﹤0.01%
2,901
1047
$26.1K ﹤0.01%
1,599
+35
1048
$26K ﹤0.01%
569
-94
1049
$26K ﹤0.01%
1,340
+17
1050
$25.9K ﹤0.01%
4,308
40 41
42
43 44