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
1601
$6.83K ﹤0.01%
28
+8
1602
$6.82K ﹤0.01%
88
1603
$6.8K ﹤0.01%
435
1604
$6.77K ﹤0.01%
245
+48
1605
$6.75K ﹤0.01%
193
1606
$6.75K ﹤0.01%
+680
1607
$6.74K ﹤0.01%
698
1608
$6.73K ﹤0.01%
171
+162
1609
$6.73K ﹤0.01%
+279
1610
$6.71K ﹤0.01%
166
+46
1611
$6.71K ﹤0.01%
300
-459
1612
$6.62K ﹤0.01%
194
1613
$6.61K ﹤0.01%
208
1614
$6.61K ﹤0.01%
146
1615
$6.59K ﹤0.01%
369
-30
1616
$6.55K ﹤0.01%
598
-81
1617
$6.55K ﹤0.01%
+530
1618
$6.53K ﹤0.01%
218
+26
1619
$6.52K ﹤0.01%
56
+32
1620
$6.51K ﹤0.01%
351
-26
1621
$6.5K ﹤0.01%
250
1622
$6.49K ﹤0.01%
113
-1
1623
$6.45K ﹤0.01%
791
+45
1624
$6.44K ﹤0.01%
426
+417
1625
$6.44K ﹤0.01%
180
63 64
65
66 67