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
1751
$4.71K ﹤0.01%
2,083
1752
$4.7K ﹤0.01%
182
1753
$4.68K ﹤0.01%
141
+62
1754
$4.66K ﹤0.01%
314
1755
$4.65K ﹤0.01%
82
-626
1756
$4.65K ﹤0.01%
34
+6
1757
$4.64K ﹤0.01%
+25,800
1758
$4.64K ﹤0.01%
234
1759
$4.62K ﹤0.01%
100
1760
$4.61K ﹤0.01%
16
-10
1761
$4.59K ﹤0.01%
144
+18
1762
$4.59K ﹤0.01%
245
-111
1763
$4.59K ﹤0.01%
144
1764
$4.57K ﹤0.01%
17
+6
1765
$4.54K ﹤0.01%
76
-197
1766
$4.53K ﹤0.01%
176
1767
$4.52K ﹤0.01%
2,235
1768
$4.52K ﹤0.01%
118
1769
$4.52K ﹤0.01%
311
1770
$4.51K ﹤0.01%
+133
1771
$4.51K ﹤0.01%
124
-9
1772
$4.49K ﹤0.01%
160
+10
1773
$4.49K ﹤0.01%
88
-1,328
1774
$4.48K ﹤0.01%
+183
1775
$4.46K ﹤0.01%
300
-9
69 70
71
72 73