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
1501
$8.63K ﹤0.01%
502
1502
$8.62K ﹤0.01%
677
-897
1503
$8.59K ﹤0.01%
110
1504
$8.58K ﹤0.01%
273
+268
1505
$8.51K ﹤0.01%
121
+74
1506
$8.5K ﹤0.01%
1,201
+1,000
1507
$8.49K ﹤0.01%
721
+293
1508
$8.47K ﹤0.01%
207
-25
1509
$8.47K ﹤0.01%
218
-175
1510
$8.45K ﹤0.01%
72
+67
1511
$8.45K ﹤0.01%
1,410
+182
1512
$8.44K ﹤0.01%
642
-276
1513
$8.44K ﹤0.01%
1,089
1514
$8.43K ﹤0.01%
197
-59
1515
$8.43K ﹤0.01%
340
-155
1516
$8.42K ﹤0.01%
+308
1517
$8.42K ﹤0.01%
386
+46
1518
$8.41K ﹤0.01%
300
1519
$8.41K ﹤0.01%
97
+17
1520
$8.41K ﹤0.01%
35
+17
1521
$8.39K ﹤0.01%
683
1522
$8.38K ﹤0.01%
+1,153
1523
$8.37K ﹤0.01%
172
-12
1524
$8.33K ﹤0.01%
+520
1525
$8.32K ﹤0.01%
113
+98
59 60
61
62 63