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
1426
$10.3K ﹤0.01%
765
1427
$10.2K ﹤0.01%
+353
1428
$10.2K ﹤0.01%
162
1429
$10.2K ﹤0.01%
500
1430
$10.2K ﹤0.01%
210
-146
1431
$10.1K ﹤0.01%
156
1432
$10.1K ﹤0.01%
189
1433
$10K ﹤0.01%
138
+5
1434
$10K ﹤0.01%
+126
1435
$10K ﹤0.01%
174
1436
$10K ﹤0.01%
264
-148
1437
$10K ﹤0.01%
340
1438
$9.98K ﹤0.01%
267
-124
1439
$9.98K ﹤0.01%
3,550
1440
$9.96K ﹤0.01%
+1,139
1441
$9.94K ﹤0.01%
462
-331
1442
$9.89K ﹤0.01%
952
+627
1443
$9.89K ﹤0.01%
850
+837
1444
$9.85K ﹤0.01%
253
1445
$9.85K ﹤0.01%
+372
1446
$9.81K ﹤0.01%
149
+10
1447
$9.8K ﹤0.01%
667
1448
$9.79K ﹤0.01%
283
1449
$9.79K ﹤0.01%
691
-304
1450
$9.79K ﹤0.01%
209
56 57
58
59 60