EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$5.63M
2
+$4.66M
3
+$3.24M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.97M
5
COST icon
Costco
COST
+$2.73M

Top Sells

1
+$5.71M
2
+$2.99M
3
+$2.58M
4
XES icon
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
+$2.48M
5
TGT icon
Target
TGT
+$2.25M

Sector Composition

1 Technology 11.42%
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
1051
$25.9K ﹤0.01%
1,000
1052
$25.8K ﹤0.01%
233
+86
1053
$25.8K ﹤0.01%
326
+320
1054
$25.8K ﹤0.01%
544
+251
1055
$25.7K ﹤0.01%
368
+41
1056
$25.6K ﹤0.01%
526
-860
1057
$25.6K ﹤0.01%
2,925
1058
$25.5K ﹤0.01%
355
-119
1059
$25.3K ﹤0.01%
490
-588
1060
$25.2K ﹤0.01%
1,344
+764
1061
$25.1K ﹤0.01%
584
-58
1062
$25K ﹤0.01%
258
+38
1063
$24.8K ﹤0.01%
4,517
-3,814
1064
$24.7K ﹤0.01%
976
+191
1065
$24.6K ﹤0.01%
396
1066
$24.6K ﹤0.01%
516
+37
1067
$24.6K ﹤0.01%
15,375
+7,500
1068
$24.5K ﹤0.01%
1,094
+131
1069
$24.5K ﹤0.01%
53
+15
1070
$24.5K ﹤0.01%
366
+198
1071
$24.4K ﹤0.01%
899
-256
1072
$24.4K ﹤0.01%
7,938
-242
1073
$24.2K ﹤0.01%
299
-5
1074
$24.1K ﹤0.01%
326
+106
1075
$24.1K ﹤0.01%
1,279
+76
41 42
43
44 45