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
1926
$2.94K ﹤0.01%
16
1927
$2.93K ﹤0.01%
302
1928
$2.92K ﹤0.01%
55
1929
$2.92K ﹤0.01%
274
1930
$2.91K ﹤0.01%
523
+214
1931
$2.9K ﹤0.01%
82
1932
$2.89K ﹤0.01%
603
1933
$2.87K ﹤0.01%
95
1934
$2.86K ﹤0.01%
82
+58
1935
$2.85K ﹤0.01%
+32
1936
$2.84K ﹤0.01%
557
1937
$2.83K ﹤0.01%
70
-73,234
1938
$2.82K ﹤0.01%
+140
1939
$2.81K ﹤0.01%
+222
1940
$2.81K ﹤0.01%
416
1941
$2.79K ﹤0.01%
50
-100
1942
$2.77K ﹤0.01%
101
+56
1943
$2.76K ﹤0.01%
+61
1944
$2.73K ﹤0.01%
243
+238
1945
$2.73K ﹤0.01%
174
1946
$2.69K ﹤0.01%
+40
1947
$2.69K ﹤0.01%
+66
1948
$2.69K ﹤0.01%
35
1949
$2.68K ﹤0.01%
1,186
-8,809
1950
$2.67K ﹤0.01%
162
+61
76 77
78
79 80