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
1076
$24.1K ﹤0.01%
564
+69
1077
$24.1K ﹤0.01%
746
+668
1078
$24K ﹤0.01%
693
1079
$23.9K ﹤0.01%
801
-647
1080
$23.9K ﹤0.01%
955
+198
1081
$23.9K ﹤0.01%
339
1082
$23.9K ﹤0.01%
680
+540
1083
$23.9K ﹤0.01%
209
1084
$23.9K ﹤0.01%
1,511
+1,359
1085
$23.8K ﹤0.01%
504
+23
1086
$23.6K ﹤0.01%
1,136
+56
1087
$23.6K ﹤0.01%
1,041
+1
1088
$23.6K ﹤0.01%
537
+17
1089
$23.5K ﹤0.01%
250
-20
1090
$23.5K ﹤0.01%
644
1091
$23.4K ﹤0.01%
661
1092
$23.4K ﹤0.01%
76
+72
1093
$23.4K ﹤0.01%
817
+294
1094
$23.4K ﹤0.01%
1,702
+47
1095
$23.3K ﹤0.01%
+136
1096
$23.3K ﹤0.01%
130
-26
1097
$23.3K ﹤0.01%
417
+12
1098
$23.3K ﹤0.01%
477
+13
1099
$23.2K ﹤0.01%
908
1100
$23.2K ﹤0.01%
886
-440