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
1726
$5.12K ﹤0.01%
52
1727
$5.09K ﹤0.01%
39
1728
$5.05K ﹤0.01%
+540
1729
$5.03K ﹤0.01%
250
1730
$5.02K ﹤0.01%
38
+24
1731
$5.01K ﹤0.01%
17
1732
$5.01K ﹤0.01%
237
+29
1733
$4.99K ﹤0.01%
211
+205
1734
$4.98K ﹤0.01%
429
1735
$4.97K ﹤0.01%
88
-228
1736
$4.96K ﹤0.01%
250
1737
$4.95K ﹤0.01%
72
-2
1738
$4.95K ﹤0.01%
+167
1739
$4.94K ﹤0.01%
167
1740
$4.92K ﹤0.01%
207
+187
1741
$4.89K ﹤0.01%
505
-85
1742
$4.84K ﹤0.01%
+441
1743
$4.84K ﹤0.01%
64
1744
$4.79K ﹤0.01%
355
1745
$4.78K ﹤0.01%
2,500
1746
$4.77K ﹤0.01%
434
-131
1747
$4.76K ﹤0.01%
+273
1748
$4.74K ﹤0.01%
163
-262
1749
$4.72K ﹤0.01%
200
1750
$4.71K ﹤0.01%
99
-34
68 69
70
71 72