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
1201
$17.8K ﹤0.01%
2,907
1202
$17.8K ﹤0.01%
249
1203
$17.8K ﹤0.01%
200
+42
1204
$17.8K ﹤0.01%
184
+28
1205
$17.8K ﹤0.01%
144
-8
1206
$17.7K ﹤0.01%
187
-165
1207
$17.5K ﹤0.01%
873
+167
1208
$17.5K ﹤0.01%
557
+18
1209
$17.5K ﹤0.01%
344
+38
1210
$17.4K ﹤0.01%
107
1211
$17.4K ﹤0.01%
321
-324
1212
$17.3K ﹤0.01%
925
1213
$17.2K ﹤0.01%
+1,527
1214
$17.2K ﹤0.01%
257
1215
$17.2K ﹤0.01%
757
-11,293
1216
$17.2K ﹤0.01%
+333
1217
$17.1K ﹤0.01%
303
1218
$17.1K ﹤0.01%
+500
1219
$17K ﹤0.01%
786
+30
1220
$16.9K ﹤0.01%
491
1221
$16.7K ﹤0.01%
2,400
-187
1222
$16.7K ﹤0.01%
206
+12
1223
$16.6K ﹤0.01%
402
+109
1224
$16.5K ﹤0.01%
374
1225
$16.5K ﹤0.01%
400
47 48
49
50 51