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
1776
$4.44K ﹤0.01%
206
1777
$4.44K ﹤0.01%
108
+97
1778
$4.44K ﹤0.01%
62
1779
$4.41K ﹤0.01%
339
-44
1780
$4.41K ﹤0.01%
358
1781
$4.4K ﹤0.01%
29
+7
1782
$4.4K ﹤0.01%
868
-13,885
1783
$4.39K ﹤0.01%
160
1784
$4.38K ﹤0.01%
375
1785
$4.36K ﹤0.01%
648
1786
$4.35K ﹤0.01%
160
1787
$4.34K ﹤0.01%
46
+8
1788
$4.34K ﹤0.01%
135
1789
$4.33K ﹤0.01%
161
1790
$4.32K ﹤0.01%
435
1791
$4.32K ﹤0.01%
76
+33
1792
$4.29K ﹤0.01%
426
1793
$4.28K ﹤0.01%
+131
1794
$4.26K ﹤0.01%
173
-240
1795
$4.26K ﹤0.01%
283
+118
1796
$4.25K ﹤0.01%
2
1797
$4.24K ﹤0.01%
30
1798
$4.23K ﹤0.01%
1,252
+838
1799
$4.23K ﹤0.01%
330
+296
1800
$4.18K ﹤0.01%
160
-300
70 71
72
73 74