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
1801
$4.18K ﹤0.01%
37
-416
1802
$4.17K ﹤0.01%
119
+38
1803
$4.16K ﹤0.01%
35
+5
1804
$4.15K ﹤0.01%
91
-174
1805
$4.15K ﹤0.01%
301
1806
$4.13K ﹤0.01%
114
1807
$4.13K ﹤0.01%
208
+100
1808
$4.1K ﹤0.01%
49
1809
$4.08K ﹤0.01%
79
1810
$4.08K ﹤0.01%
97
-10
1811
$4.08K ﹤0.01%
67
+60
1812
$4.08K ﹤0.01%
48
1813
$4.07K ﹤0.01%
1,000
1814
$4.06K ﹤0.01%
624
-1,039
1815
$4.05K ﹤0.01%
45
-65
1816
$4K ﹤0.01%
1,085
1817
$4K ﹤0.01%
400
1818
$3.99K ﹤0.01%
2,335
-514
1819
$3.99K ﹤0.01%
2,216
+1,221
1820
$3.98K ﹤0.01%
590
+500
1821
$3.98K ﹤0.01%
+141
1822
$3.97K ﹤0.01%
+40
1823
$3.96K ﹤0.01%
293
1824
$3.95K ﹤0.01%
92
+24
1825
$3.95K ﹤0.01%
339
71 72
73
74 75