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
1351
$12.4K ﹤0.01%
5,643
+517
1352
$12.4K ﹤0.01%
728
+167
1353
$12.4K ﹤0.01%
55
-9
1354
$12.3K ﹤0.01%
66
1355
$12.3K ﹤0.01%
246
+200
1356
$12.3K ﹤0.01%
266
1357
$12.2K ﹤0.01%
410
-259
1358
$12.2K ﹤0.01%
419
+159
1359
$12.2K ﹤0.01%
698
-146
1360
$12.2K ﹤0.01%
+356
1361
$12.1K ﹤0.01%
149
-111
1362
$12.1K ﹤0.01%
681
1363
$12K ﹤0.01%
2,940
1364
$12K ﹤0.01%
861
+797
1365
$12K ﹤0.01%
745
+160
1366
$11.9K ﹤0.01%
144
1367
$11.9K ﹤0.01%
+422
1368
$11.9K ﹤0.01%
463
1369
$11.8K ﹤0.01%
18
-64
1370
$11.8K ﹤0.01%
1,279
+121
1371
$11.8K ﹤0.01%
442
+12
1372
$11.8K ﹤0.01%
+224
1373
$11.8K ﹤0.01%
734
1374
$11.8K ﹤0.01%
2,000
1375
$11.8K ﹤0.01%
583
+192
53 54
55
56 57