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
1451
$9.77K ﹤0.01%
963
1452
$9.76K ﹤0.01%
141
+81
1453
$9.73K ﹤0.01%
83
+7
1454
$9.73K ﹤0.01%
1,078
1455
$9.7K ﹤0.01%
112
-5
1456
$9.7K ﹤0.01%
1,095
+895
1457
$9.7K ﹤0.01%
+131
1458
$9.68K ﹤0.01%
385
1459
$9.68K ﹤0.01%
148
-148
1460
$9.67K ﹤0.01%
775
1461
$9.63K ﹤0.01%
192
+123
1462
$9.63K ﹤0.01%
2,500
1463
$9.61K ﹤0.01%
239
+7
1464
$9.57K ﹤0.01%
1,302
1465
$9.57K ﹤0.01%
285
1466
$9.54K ﹤0.01%
355
+11
1467
$9.53K ﹤0.01%
74
1468
$9.5K ﹤0.01%
570
-1,056
1469
$9.46K ﹤0.01%
99
1470
$9.38K ﹤0.01%
648
+495
1471
$9.37K ﹤0.01%
82
+11
1472
$9.36K ﹤0.01%
138
+16
1473
$9.34K ﹤0.01%
1,250
1474
$9.31K ﹤0.01%
+2,050
1475
$9.27K ﹤0.01%
246
+152
57 58
59
60 61