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
101
$2.03M 0.22%
63,148
+23,630
102
$1.96M 0.22%
40,018
+418
103
$1.92M 0.21%
6,432
+2,901
104
$1.88M 0.21%
12,806
+2,596
105
$1.85M 0.2%
66,709
+30,271
106
$1.82M 0.2%
4,619
+1,769
107
$1.81M 0.2%
10,955
-5,553
108
$1.76M 0.19%
21,754
+14,682
109
$1.76M 0.19%
3,590
+492
110
$1.72M 0.19%
29,859
-15,022
111
$1.72M 0.19%
10,457
+184
112
$1.7M 0.19%
17,355
+5,811
113
$1.7M 0.19%
68,886
-2,110
114
$1.64M 0.18%
72,272
-17,255
115
$1.62M 0.18%
19,119
+12,860
116
$1.6M 0.18%
14,694
+8,964
117
$1.59M 0.18%
36,070
-1,100
118
$1.57M 0.17%
64,578
+6,761
119
$1.55M 0.17%
+3
120
$1.55M 0.17%
26,999
-815
121
$1.5M 0.17%
3,196
-287
122
$1.49M 0.16%
63,913
+138
123
$1.48M 0.16%
7,975
+4,204
124
$1.46M 0.16%
3,051
-96
125
$1.44M 0.16%
3,906
+1,761
3 4
5
6 7