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
1851
$3.61K ﹤0.01%
161
1852
$3.6K ﹤0.01%
62
1853
$3.58K ﹤0.01%
+312
1854
$3.58K ﹤0.01%
258
1855
$3.57K ﹤0.01%
100
-10
1856
$3.56K ﹤0.01%
830
+250
1857
$3.56K ﹤0.01%
413
1858
$3.56K ﹤0.01%
31
+28
1859
$3.56K ﹤0.01%
45
1860
$3.54K ﹤0.01%
526
1861
$3.52K ﹤0.01%
+46
1862
$3.52K ﹤0.01%
14
+10
1863
$3.52K ﹤0.01%
55
+3
1864
$3.52K ﹤0.01%
74
1865
$3.52K ﹤0.01%
233
+33
1866
$3.52K ﹤0.01%
132
+37
1867
$3.51K ﹤0.01%
120
1868
$3.5K ﹤0.01%
209
-192
1869
$3.5K ﹤0.01%
+152
1870
$3.49K ﹤0.01%
95
1871
$3.49K ﹤0.01%
58
+7
1872
$3.46K ﹤0.01%
200
1873
$3.46K ﹤0.01%
+50
1874
$3.44K ﹤0.01%
336
+103
1875
$3.44K ﹤0.01%
763
73 74
75
76 77