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
1526
$8.32K ﹤0.01%
91
-147
1527
$8.31K ﹤0.01%
324
1528
$8.3K ﹤0.01%
237
-688
1529
$8.3K ﹤0.01%
348
+296
1530
$8.25K ﹤0.01%
843
1531
$8.24K ﹤0.01%
931
1532
$8.23K ﹤0.01%
+122
1533
$8.22K ﹤0.01%
75
+9
1534
$8.2K ﹤0.01%
142
1535
$8.18K ﹤0.01%
750
1536
$8.17K ﹤0.01%
137
-455
1537
$8.15K ﹤0.01%
79
-28
1538
$8.14K ﹤0.01%
298
1539
$8.09K ﹤0.01%
978
1540
$8.09K ﹤0.01%
+275
1541
$8.08K ﹤0.01%
382
+109
1542
$8.08K ﹤0.01%
480
1543
$8.06K ﹤0.01%
500
1544
$8.06K ﹤0.01%
978
+458
1545
$8.03K ﹤0.01%
90
+30
1546
$8.03K ﹤0.01%
+565
1547
$8K ﹤0.01%
280
1548
$7.99K ﹤0.01%
555
+84
1549
$7.98K ﹤0.01%
59
1550
$7.98K ﹤0.01%
+226
60 61
62
63 64