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
1651
$5.98K ﹤0.01%
149
1652
$5.97K ﹤0.01%
+56
1653
$5.96K ﹤0.01%
331
-684
1654
$5.96K ﹤0.01%
97
1655
$5.95K ﹤0.01%
+127
1656
$5.94K ﹤0.01%
188
-35
1657
$5.93K ﹤0.01%
741
1658
$5.92K ﹤0.01%
468
-137
1659
$5.91K ﹤0.01%
262
-82
1660
$5.91K ﹤0.01%
499
1661
$5.91K ﹤0.01%
216
+67
1662
$5.9K ﹤0.01%
92
+4
1663
$5.89K ﹤0.01%
31
+1
1664
$5.89K ﹤0.01%
288
1665
$5.88K ﹤0.01%
173
1666
$5.88K ﹤0.01%
89
+81
1667
$5.87K ﹤0.01%
225
1668
$5.87K ﹤0.01%
309
+300
1669
$5.87K ﹤0.01%
32
1670
$5.81K ﹤0.01%
90
1671
$5.78K ﹤0.01%
360
-239
1672
$5.77K ﹤0.01%
536
-218
1673
$5.76K ﹤0.01%
5
1674
$5.76K ﹤0.01%
290
1675
$5.75K ﹤0.01%
500
-696
65 66
67
68 69