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
1326
$13.1K ﹤0.01%
108
+104
1327
$13K ﹤0.01%
88
+77
1328
$13K ﹤0.01%
664
-175
1329
$13K ﹤0.01%
1,759
+1,517
1330
$13K ﹤0.01%
+507
1331
$12.9K ﹤0.01%
792
+702
1332
$12.9K ﹤0.01%
221
+7
1333
$12.9K ﹤0.01%
1,235
1334
$12.8K ﹤0.01%
2,000
1335
$12.8K ﹤0.01%
157
+15
1336
$12.8K ﹤0.01%
409
+286
1337
$12.8K ﹤0.01%
48
+15
1338
$12.8K ﹤0.01%
64
+12
1339
$12.8K ﹤0.01%
1,050
+730
1340
$12.7K ﹤0.01%
113
+22
1341
$12.7K ﹤0.01%
202
1342
$12.6K ﹤0.01%
265
1343
$12.6K ﹤0.01%
585
1344
$12.6K ﹤0.01%
+274
1345
$12.5K ﹤0.01%
740
-29
1346
$12.5K ﹤0.01%
9
+3
1347
$12.5K ﹤0.01%
134
+5
1348
$12.5K ﹤0.01%
456
-2,357
1349
$12.5K ﹤0.01%
214
+15
1350
$12.5K ﹤0.01%
57
-9
52 53
54
55 56