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
1401
$10.8K ﹤0.01%
956
1402
$10.8K ﹤0.01%
218
+88
1403
$10.8K ﹤0.01%
86
1404
$10.8K ﹤0.01%
345
+268
1405
$10.7K ﹤0.01%
141
+7
1406
$10.7K ﹤0.01%
191
+85
1407
$10.7K ﹤0.01%
101
+96
1408
$10.7K ﹤0.01%
703
1409
$10.7K ﹤0.01%
202
-866
1410
$10.6K ﹤0.01%
316
1411
$10.6K ﹤0.01%
221
+198
1412
$10.6K ﹤0.01%
1,000
1413
$10.6K ﹤0.01%
475
1414
$10.6K ﹤0.01%
272
-94
1415
$10.6K ﹤0.01%
311
+89
1416
$10.5K ﹤0.01%
688
1417
$10.5K ﹤0.01%
487
1418
$10.5K ﹤0.01%
531
1419
$10.5K ﹤0.01%
+394
1420
$10.4K ﹤0.01%
85
+69
1421
$10.4K ﹤0.01%
+653
1422
$10.4K ﹤0.01%
431
-412
1423
$10.4K ﹤0.01%
502
+355
1424
$10.3K ﹤0.01%
242
+93
1425
$10.3K ﹤0.01%
114
+83
55 56
57
58 59