EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$5.63M
2
+$4.66M
3
+$3.24M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.97M
5
COST icon
Costco
COST
+$2.73M

Top Sells

1
+$5.71M
2
+$2.99M
3
+$2.58M
4
XES icon
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
+$2.48M
5
TGT icon
Target
TGT
+$2.25M

Sector Composition

1 Technology 11.42%
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
1551
$7.98K ﹤0.01%
+776
1552
$7.94K ﹤0.01%
486
+233
1553
$7.92K ﹤0.01%
84
+79
1554
$7.88K ﹤0.01%
85
1555
$7.86K ﹤0.01%
479
1556
$7.81K ﹤0.01%
63
-3
1557
$7.81K ﹤0.01%
274
-815
1558
$7.81K ﹤0.01%
36
+10
1559
$7.78K ﹤0.01%
1,950
+897
1560
$7.76K ﹤0.01%
100
1561
$7.74K ﹤0.01%
436
+145
1562
$7.65K ﹤0.01%
200
1563
$7.64K ﹤0.01%
533
1564
$7.62K ﹤0.01%
1,032
+206
1565
$7.59K ﹤0.01%
78
+16
1566
$7.51K ﹤0.01%
147
+1
1567
$7.48K ﹤0.01%
63
-55
1568
$7.46K ﹤0.01%
78
+31
1569
$7.44K ﹤0.01%
84
+26
1570
$7.44K ﹤0.01%
148
1571
$7.42K ﹤0.01%
39
1572
$7.41K ﹤0.01%
172
1573
$7.41K ﹤0.01%
99
+25
1574
$7.4K ﹤0.01%
+296
1575
$7.39K ﹤0.01%
200
61 62
63
64 65