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
1676
$5.75K ﹤0.01%
+354
1677
$5.75K ﹤0.01%
+200
1678
$5.74K ﹤0.01%
+250
1679
$5.73K ﹤0.01%
277
+32
1680
$5.72K ﹤0.01%
326
1681
$5.71K ﹤0.01%
273
1682
$5.69K ﹤0.01%
25
-19
1683
$5.69K ﹤0.01%
57
1684
$5.68K ﹤0.01%
87
-62
1685
$5.63K ﹤0.01%
932
+246
1686
$5.61K ﹤0.01%
88
+80
1687
$5.61K ﹤0.01%
15
+2
1688
$5.58K ﹤0.01%
50
+15
1689
$5.56K ﹤0.01%
115
+13
1690
$5.5K ﹤0.01%
+243
1691
$5.49K ﹤0.01%
698
+195
1692
$5.49K ﹤0.01%
159
-33
1693
$5.47K ﹤0.01%
306
-46
1694
$5.46K ﹤0.01%
275
1695
$5.46K ﹤0.01%
35
-3
1696
$5.42K ﹤0.01%
444
-50
1697
$5.42K ﹤0.01%
123
-7
1698
$5.42K ﹤0.01%
750
-638
1699
$5.4K ﹤0.01%
701
+498
1700
$5.39K ﹤0.01%
348
-479
66 67
68
69 70