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
126
$1.42M 0.16%
31,051
-250
127
$1.36M 0.15%
8,645
+408
128
$1.36M 0.15%
12,721
+268
129
$1.36M 0.15%
24,846
+104
130
$1.36M 0.15%
29,345
+13,774
131
$1.33M 0.15%
32,395
+158
132
$1.29M 0.14%
18,658
+7,462
133
$1.29M 0.14%
9,564
+3,065
134
$1.29M 0.14%
6,246
-65
135
$1.28M 0.14%
10,772
+929
136
$1.27M 0.14%
6,013
+336
137
$1.27M 0.14%
44,184
+20,517
138
$1.26M 0.14%
21,901
-576
139
$1.26M 0.14%
2,625
-126
140
$1.23M 0.14%
3,992
+2,598
141
$1.23M 0.14%
15,334
+5,027
142
$1.22M 0.13%
21,544
+436
143
$1.2M 0.13%
52,171
-15,916
144
$1.2M 0.13%
28,770
+11,660
145
$1.17M 0.13%
4,429
+4,139
146
$1.15M 0.13%
21,910
+1,185
147
$1.14M 0.13%
11,463
+7,749
148
$1.13M 0.12%
10,267
+5,764
149
$1.12M 0.12%
7,409
+129
150
$1.11M 0.12%
19,521
+15,585
4 5
6
7 8