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
1876
$3.44K ﹤0.01%
117
+17
1877
$3.44K ﹤0.01%
105
1878
$3.44K ﹤0.01%
30
+13
1879
$3.42K ﹤0.01%
363
-25
1880
$3.41K ﹤0.01%
84
1881
$3.37K ﹤0.01%
589
+531
1882
$3.37K ﹤0.01%
54
-27
1883
$3.35K ﹤0.01%
105
-14
1884
$3.34K ﹤0.01%
74
-1,079
1885
$3.33K ﹤0.01%
241
1886
$3.33K ﹤0.01%
+87
1887
$3.32K ﹤0.01%
112
1888
$3.31K ﹤0.01%
600
1889
$3.29K ﹤0.01%
83
+3
1890
$3.29K ﹤0.01%
629
1891
$3.27K ﹤0.01%
100
-1,747
1892
$3.25K ﹤0.01%
326
+200
1893
$3.24K ﹤0.01%
24
1894
$3.23K ﹤0.01%
512
1895
$3.22K ﹤0.01%
+100
1896
$3.21K ﹤0.01%
+189
1897
$3.19K ﹤0.01%
263
1898
$3.19K ﹤0.01%
100
1899
$3.18K ﹤0.01%
50
-114
1900
$3.18K ﹤0.01%
831
74 75
76
77 78