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
1101
$23.2K ﹤0.01%
451
-20
1102
$23.2K ﹤0.01%
278
+161
1103
$23.1K ﹤0.01%
2,200
+54
1104
$23K ﹤0.01%
1,166
+85
1105
$22.8K ﹤0.01%
834
-193
1106
$22.8K ﹤0.01%
900
1107
$22.8K ﹤0.01%
1,327
1108
$22.7K ﹤0.01%
+200
1109
$22.7K ﹤0.01%
120
+5
1110
$22.7K ﹤0.01%
2,091
-230
1111
$22.7K ﹤0.01%
292
-13
1112
$22.7K ﹤0.01%
750
+288
1113
$22.6K ﹤0.01%
280
+45
1114
$22.4K ﹤0.01%
556
1115
$22.3K ﹤0.01%
1,040
1116
$22.3K ﹤0.01%
379
-13
1117
$22.2K ﹤0.01%
527
+501
1118
$22.1K ﹤0.01%
1,555
+1,448
1119
$22K ﹤0.01%
640
+47
1120
$22K ﹤0.01%
732
+390
1121
$22K ﹤0.01%
1,367
+869
1122
$21.9K ﹤0.01%
+896
1123
$21.8K ﹤0.01%
276
+206
1124
$21.8K ﹤0.01%
532
1125
$21.7K ﹤0.01%
431
43 44
45
46 47