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
1151
$20.1K ﹤0.01%
591
+111
1152
$20.1K ﹤0.01%
204
-484
1153
$20K ﹤0.01%
607
1154
$20K ﹤0.01%
244
+15
1155
$19.9K ﹤0.01%
1,154
+1,045
1156
$19.9K ﹤0.01%
+759
1157
$19.9K ﹤0.01%
1,265
-492
1158
$19.8K ﹤0.01%
70
+37
1159
$19.7K ﹤0.01%
839
1160
$19.6K ﹤0.01%
+739
1161
$19.6K ﹤0.01%
430
-24
1162
$19.6K ﹤0.01%
138
-90
1163
$19.6K ﹤0.01%
103
+82
1164
$19.5K ﹤0.01%
390
+86
1165
$19.4K ﹤0.01%
148
-7
1166
$19.4K ﹤0.01%
1,567
+1,420
1167
$19.2K ﹤0.01%
205
-30
1168
$19.2K ﹤0.01%
191
+11
1169
$19.1K ﹤0.01%
49
+6
1170
$19.1K ﹤0.01%
529
-232
1171
$19K ﹤0.01%
+129
1172
$19K ﹤0.01%
1,350
1173
$19K ﹤0.01%
1,505
-45
1174
$18.9K ﹤0.01%
279
-5
1175
$18.9K ﹤0.01%
570
45 46
47
48 49