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
1176
$18.8K ﹤0.01%
2,161
+170
1177
$18.8K ﹤0.01%
167
-95
1178
$18.8K ﹤0.01%
130
-6
1179
$18.7K ﹤0.01%
259
1180
$18.6K ﹤0.01%
135
+46
1181
$18.6K ﹤0.01%
170
+11
1182
$18.5K ﹤0.01%
227
+136
1183
$18.5K ﹤0.01%
851
1184
$18.5K ﹤0.01%
+349
1185
$18.5K ﹤0.01%
+433
1186
$18.5K ﹤0.01%
2,195
1187
$18.3K ﹤0.01%
490
-40
1188
$18.2K ﹤0.01%
486
+468
1189
$18.1K ﹤0.01%
2,155
+1,104
1190
$18.1K ﹤0.01%
1,441
+296
1191
$18.1K ﹤0.01%
2,285
1192
$18.1K ﹤0.01%
184
1193
$18.1K ﹤0.01%
62
+4
1194
$18K ﹤0.01%
2,977
1195
$18K ﹤0.01%
+211
1196
$18K ﹤0.01%
140
1197
$18K ﹤0.01%
1,300
1198
$18K ﹤0.01%
2,106
1199
$18K ﹤0.01%
114
-200
1200
$18K ﹤0.01%
1,800
46 47
48
49 50