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
1376
$11.7K ﹤0.01%
237
+145
1377
$11.7K ﹤0.01%
131
-47
1378
$11.7K ﹤0.01%
150
1379
$11.7K ﹤0.01%
489
-2,142
1380
$11.7K ﹤0.01%
231
+122
1381
$11.6K ﹤0.01%
787
1382
$11.6K ﹤0.01%
343
+214
1383
$11.6K ﹤0.01%
86
+22
1384
$11.6K ﹤0.01%
79
+65
1385
$11.5K ﹤0.01%
925
1386
$11.3K ﹤0.01%
523
+178
1387
$11.3K ﹤0.01%
238
+176
1388
$11.2K ﹤0.01%
84
1389
$11.2K ﹤0.01%
198
+78
1390
$11.1K ﹤0.01%
39
+9
1391
$11.1K ﹤0.01%
+75
1392
$11K ﹤0.01%
2,054
+461
1393
$11K ﹤0.01%
160
+8
1394
$11K ﹤0.01%
107
-15
1395
$11K ﹤0.01%
252
+214
1396
$11K ﹤0.01%
+573
1397
$10.9K ﹤0.01%
199
-11
1398
$10.9K ﹤0.01%
264
1399
$10.9K ﹤0.01%
97
-106
1400
$10.8K ﹤0.01%
1,842
54 55
56
57 58