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
151
$1.1M 0.12%
8,179
+75
152
$1.08M 0.12%
9,333
+3,666
153
$1.07M 0.12%
19,050
+546
154
$1.03M 0.11%
11,541
+3,712
155
$1.01M 0.11%
15,927
-3,215
156
$996K 0.11%
850
+800
157
$971K 0.11%
11,365
-434
158
$966K 0.11%
9,915
-613
159
$966K 0.11%
13,751
-377
160
$957K 0.11%
43,960
-10,861
161
$955K 0.11%
23,467
+5,994
162
$948K 0.1%
18,873
-6,432
163
$948K 0.1%
9,933
+2
164
$936K 0.1%
8,180
-214
165
$920K 0.1%
3,344
-129
166
$896K 0.1%
26,570
-43,726
167
$893K 0.1%
12,287
+5,551
168
$891K 0.1%
38,787
-5,763
169
$880K 0.1%
4,169
-56
170
$873K 0.1%
7,208
+6,635
171
$864K 0.1%
23,552
-763
172
$857K 0.09%
7,938
+29
173
$844K 0.09%
18,564
-2,316
174
$827K 0.09%
5,398
+483
175
$816K 0.09%
15,901
-7,327
5 6
7
8 9