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
1301
$14K ﹤0.01%
1,341
1302
$14K ﹤0.01%
+850
1303
$13.9K ﹤0.01%
+340
1304
$13.9K ﹤0.01%
54
1305
$13.9K ﹤0.01%
585
1306
$13.8K ﹤0.01%
89
-8
1307
$13.8K ﹤0.01%
1,710
1308
$13.8K ﹤0.01%
149
-77
1309
$13.7K ﹤0.01%
120
-89
1310
$13.7K ﹤0.01%
261
+98
1311
$13.6K ﹤0.01%
318
-31
1312
$13.6K ﹤0.01%
710
+293
1313
$13.6K ﹤0.01%
84
+4
1314
$13.4K ﹤0.01%
356
+342
1315
$13.4K ﹤0.01%
121
+14
1316
$13.4K ﹤0.01%
1,800
1317
$13.4K ﹤0.01%
+901
1318
$13.3K ﹤0.01%
649
1319
$13.3K ﹤0.01%
+2,162
1320
$13.2K ﹤0.01%
57
-18
1321
$13.1K ﹤0.01%
4,132
+334
1322
$13.1K ﹤0.01%
382
1323
$13.1K ﹤0.01%
255
+181
1324
$13.1K ﹤0.01%
524
-281
1325
$13.1K ﹤0.01%
321
51 52
53
54 55