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
1126
$21.7K ﹤0.01%
678
-1,223
1127
$21.6K ﹤0.01%
512
1128
$21.6K ﹤0.01%
1,240
-1,253
1129
$21.6K ﹤0.01%
240
+152
1130
$21.5K ﹤0.01%
146
+12
1131
$21.5K ﹤0.01%
1,000
1132
$21.4K ﹤0.01%
235
1133
$21.2K ﹤0.01%
543
+7
1134
$21.1K ﹤0.01%
+309
1135
$21K ﹤0.01%
107
+58
1136
$21K ﹤0.01%
330
+130
1137
$21K ﹤0.01%
337
+96
1138
$21K ﹤0.01%
650
1139
$20.9K ﹤0.01%
1,098
-1,381
1140
$20.8K ﹤0.01%
301
+32
1141
$20.8K ﹤0.01%
696
-1,006
1142
$20.8K ﹤0.01%
1,140
+240
1143
$20.7K ﹤0.01%
971
1144
$20.5K ﹤0.01%
313
+11
1145
$20.5K ﹤0.01%
437
+373
1146
$20.4K ﹤0.01%
5,334
1147
$20.3K ﹤0.01%
701
1148
$20.2K ﹤0.01%
167
1149
$20.2K ﹤0.01%
340
+29
1150
$20.1K ﹤0.01%
867
+155
44 45
46
47 48