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
1626
$6.41K ﹤0.01%
280
+218
1627
$6.38K ﹤0.01%
244
-670
1628
$6.37K ﹤0.01%
82
+14
1629
$6.37K ﹤0.01%
304
1630
$6.36K ﹤0.01%
+404
1631
$6.36K ﹤0.01%
32
1632
$6.33K ﹤0.01%
105
+42
1633
$6.3K ﹤0.01%
293
1634
$6.29K ﹤0.01%
246
-14
1635
$6.24K ﹤0.01%
35
-2
1636
$6.24K ﹤0.01%
+364
1637
$6.23K ﹤0.01%
171
1638
$6.2K ﹤0.01%
198
-25
1639
$6.2K ﹤0.01%
100
1640
$6.2K ﹤0.01%
1,399
+603
1641
$6.17K ﹤0.01%
458
+95
1642
$6.1K ﹤0.01%
738
1643
$6.08K ﹤0.01%
114
1644
$6.08K ﹤0.01%
326
+307
1645
$6.06K ﹤0.01%
88
1646
$6.04K ﹤0.01%
432
+284
1647
$6.04K ﹤0.01%
211
+158
1648
$6.02K ﹤0.01%
63
-174
1649
$6.02K ﹤0.01%
645
1650
$6K ﹤0.01%
+259
64 65
66
67 68