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
1826
$3.91K ﹤0.01%
47
1827
$3.91K ﹤0.01%
109
-125
1828
$3.89K ﹤0.01%
+217
1829
$3.88K ﹤0.01%
340
1830
$3.88K ﹤0.01%
+50
1831
$3.84K ﹤0.01%
105
+58
1832
$3.81K ﹤0.01%
96
1833
$3.81K ﹤0.01%
52
1834
$3.8K ﹤0.01%
24
1835
$3.8K ﹤0.01%
57
1836
$3.79K ﹤0.01%
82
-20
1837
$3.75K ﹤0.01%
750
1838
$3.75K ﹤0.01%
190
+52
1839
$3.74K ﹤0.01%
83
1840
$3.73K ﹤0.01%
+270
1841
$3.71K ﹤0.01%
100
-118
1842
$3.69K ﹤0.01%
709
1843
$3.69K ﹤0.01%
144
1844
$3.69K ﹤0.01%
25
+3
1845
$3.69K ﹤0.01%
113
1846
$3.65K ﹤0.01%
585
-3,655
1847
$3.64K ﹤0.01%
100
1848
$3.63K ﹤0.01%
+288
1849
$3.63K ﹤0.01%
517
+162
1850
$3.62K ﹤0.01%
56
+8
72 73
74
75 76