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
1701
$5.39K ﹤0.01%
387
-481
1702
$5.38K ﹤0.01%
101
1703
$5.37K ﹤0.01%
50
1704
$5.36K ﹤0.01%
79
-7
1705
$5.35K ﹤0.01%
109
+1
1706
$5.34K ﹤0.01%
+668
1707
$5.33K ﹤0.01%
+29
1708
$5.33K ﹤0.01%
+517
1709
$5.32K ﹤0.01%
1,292
-289
1710
$5.31K ﹤0.01%
375
1711
$5.31K ﹤0.01%
+482
1712
$5.3K ﹤0.01%
73
+67
1713
$5.29K ﹤0.01%
49
+1
1714
$5.29K ﹤0.01%
+170
1715
$5.29K ﹤0.01%
184
+144
1716
$5.27K ﹤0.01%
177
+2
1717
$5.26K ﹤0.01%
1,485
1718
$5.25K ﹤0.01%
121
-1,359
1719
$5.23K ﹤0.01%
443
-511
1720
$5.2K ﹤0.01%
99
+82
1721
$5.19K ﹤0.01%
91
+20
1722
$5.15K ﹤0.01%
30
-9
1723
$5.14K ﹤0.01%
+75
1724
$5.13K ﹤0.01%
95
+12
1725
$5.13K ﹤0.01%
110
+12
67 68
69
70 71