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
1476
$9.25K ﹤0.01%
249
1477
$9.22K ﹤0.01%
+99
1478
$9.2K ﹤0.01%
136
+25
1479
$9.2K ﹤0.01%
264
+231
1480
$9.18K ﹤0.01%
+465
1481
$9.15K ﹤0.01%
96
+69
1482
$9.1K ﹤0.01%
1,113
+547
1483
$9.07K ﹤0.01%
78
+24
1484
$9.02K ﹤0.01%
85
+40
1485
$9K ﹤0.01%
376
1486
$8.96K ﹤0.01%
299
1487
$8.95K ﹤0.01%
100
1488
$8.94K ﹤0.01%
464
-41
1489
$8.88K ﹤0.01%
53
-3
1490
$8.87K ﹤0.01%
79
+22
1491
$8.84K ﹤0.01%
325
1492
$8.84K ﹤0.01%
240
-20
1493
$8.76K ﹤0.01%
81
+67
1494
$8.74K ﹤0.01%
125
+96
1495
$8.71K ﹤0.01%
+337
1496
$8.7K ﹤0.01%
130
1497
$8.68K ﹤0.01%
2,057
+896
1498
$8.65K ﹤0.01%
444
-403
1499
$8.64K ﹤0.01%
222
+17
1500
$8.64K ﹤0.01%
1,311
+395
58 59
60
61 62