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
1276
$14.6K ﹤0.01%
2,038
1277
$14.6K ﹤0.01%
672
+651
1278
$14.5K ﹤0.01%
474
+175
1279
$14.5K ﹤0.01%
966
1280
$14.5K ﹤0.01%
+785
1281
$14.5K ﹤0.01%
543
+125
1282
$14.5K ﹤0.01%
490
-40
1283
$14.5K ﹤0.01%
+1,644
1284
$14.5K ﹤0.01%
160
-200
1285
$14.4K ﹤0.01%
1,158
1286
$14.4K ﹤0.01%
150
1287
$14.4K ﹤0.01%
123
+61
1288
$14.4K ﹤0.01%
131
-8
1289
$14.3K ﹤0.01%
614
1290
$14.3K ﹤0.01%
315
+50
1291
$14.2K ﹤0.01%
123
-2
1292
$14.2K ﹤0.01%
526
-2,161
1293
$14.2K ﹤0.01%
168
-31
1294
$14.2K ﹤0.01%
328
+122
1295
$14.2K ﹤0.01%
86
+62
1296
$14.1K ﹤0.01%
1,398
+799
1297
$14.1K ﹤0.01%
1,627
1298
$14.1K ﹤0.01%
138
-39
1299
$14K ﹤0.01%
87
1300
$14K ﹤0.01%
1,500
50 51
52
53 54