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
1576
$7.39K ﹤0.01%
713
1577
$7.37K ﹤0.01%
387
+211
1578
$7.34K ﹤0.01%
1,578
+4
1579
$7.33K ﹤0.01%
190
1580
$7.31K ﹤0.01%
950
+50
1581
$7.28K ﹤0.01%
392
1582
$7.26K ﹤0.01%
31
-2
1583
$7.25K ﹤0.01%
88
-133
1584
$7.23K ﹤0.01%
240
-20
1585
$7.21K ﹤0.01%
85
+18
1586
$7.21K ﹤0.01%
539
+345
1587
$7.18K ﹤0.01%
39
1588
$7.09K ﹤0.01%
68
1589
$7.09K ﹤0.01%
63
-26
1590
$7.07K ﹤0.01%
32
-15
1591
$7.04K ﹤0.01%
345
1592
$7K ﹤0.01%
144
1593
$7K ﹤0.01%
284
1594
$6.97K ﹤0.01%
245
+70
1595
$6.92K ﹤0.01%
89
1596
$6.91K ﹤0.01%
1,030
1597
$6.9K ﹤0.01%
145
-30
1598
$6.9K ﹤0.01%
214
+101
1599
$6.87K ﹤0.01%
460
+305
1600
$6.86K ﹤0.01%
82
62 63
64
65 66