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
1901
$3.18K ﹤0.01%
290
1902
$3.18K ﹤0.01%
86
1903
$3.16K ﹤0.01%
32
+20
1904
$3.14K ﹤0.01%
37
+17
1905
$3.13K ﹤0.01%
+51
1906
$3.11K ﹤0.01%
+603
1907
$3.1K ﹤0.01%
128
1908
$3.1K ﹤0.01%
+29
1909
$3.1K ﹤0.01%
66
-110
1910
$3.08K ﹤0.01%
92
+2
1911
$3.08K ﹤0.01%
77
+34
1912
$3.08K ﹤0.01%
18
1913
$3.08K ﹤0.01%
28
1914
$3.07K ﹤0.01%
150
1915
$3.06K ﹤0.01%
23
1916
$3.05K ﹤0.01%
92
-14
1917
$3.05K ﹤0.01%
108
1918
$3.04K ﹤0.01%
41
+28
1919
$3.03K ﹤0.01%
143
+59
1920
$3K ﹤0.01%
594
1921
$3K ﹤0.01%
338
1922
$2.97K ﹤0.01%
38
-33,766
1923
$2.95K ﹤0.01%
46
-29
1924
$2.95K ﹤0.01%
67
+4
1925
$2.94K ﹤0.01%
463
75 76
77
78 79