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
1251
$15.3K ﹤0.01%
290
+253
1252
$15.3K ﹤0.01%
3,316
+719
1253
$15.3K ﹤0.01%
902
-2
1254
$15.3K ﹤0.01%
+1,352
1255
$15.3K ﹤0.01%
1,775
-105
1256
$15.2K ﹤0.01%
1,272
+261
1257
$15.2K ﹤0.01%
611
-1,487
1258
$15.2K ﹤0.01%
270
1259
$15.2K ﹤0.01%
40
+13
1260
$15.2K ﹤0.01%
1,300
1261
$15.2K ﹤0.01%
1,240
1262
$15.1K ﹤0.01%
403
-1,896
1263
$15.1K ﹤0.01%
+147
1264
$15K ﹤0.01%
152
1265
$15K ﹤0.01%
769
1266
$15K ﹤0.01%
907
1267
$14.9K ﹤0.01%
150
+44
1268
$14.8K ﹤0.01%
591
+169
1269
$14.8K ﹤0.01%
245
+65
1270
$14.7K ﹤0.01%
99
-5
1271
$14.7K ﹤0.01%
237
+198
1272
$14.7K ﹤0.01%
121
1273
$14.6K ﹤0.01%
339
+123
1274
$14.6K ﹤0.01%
+266
1275
$14.6K ﹤0.01%
1,049
49 50
51
52 53