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
1226
$16.5K ﹤0.01%
49
-52
1227
$16.5K ﹤0.01%
152
+37
1228
$16.4K ﹤0.01%
408
1229
$16.3K ﹤0.01%
250
-1,687
1230
$16.3K ﹤0.01%
325
1231
$16.2K ﹤0.01%
96
+21
1232
$16.2K ﹤0.01%
186
+63
1233
$16.1K ﹤0.01%
706
-369
1234
$16.1K ﹤0.01%
471
-190
1235
$15.9K ﹤0.01%
221
+47
1236
$15.9K ﹤0.01%
150
1237
$15.9K ﹤0.01%
879
1238
$15.7K ﹤0.01%
143
+14
1239
$15.7K ﹤0.01%
1,359
+251
1240
$15.7K ﹤0.01%
187
-12
1241
$15.6K ﹤0.01%
1,200
1242
$15.6K ﹤0.01%
2,325
+2,170
1243
$15.6K ﹤0.01%
605
1244
$15.6K ﹤0.01%
93
-72
1245
$15.6K ﹤0.01%
3,119
-72
1246
$15.5K ﹤0.01%
437
+363
1247
$15.5K ﹤0.01%
64
+3
1248
$15.4K ﹤0.01%
422
1249
$15.4K ﹤0.01%
916
-254
1250
$15.4K ﹤0.01%
1,104
+285
48 49
50
51 52