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
1951
$2.65K ﹤0.01%
15
-200
1952
$2.63K ﹤0.01%
22
1953
$2.6K ﹤0.01%
138
1954
$2.6K ﹤0.01%
62
+37
1955
$2.58K ﹤0.01%
41
+7
1956
$2.57K ﹤0.01%
13
1957
$2.56K ﹤0.01%
82
-201
1958
$2.55K ﹤0.01%
54
-91
1959
$2.54K ﹤0.01%
655
1960
$2.53K ﹤0.01%
18
-484
1961
$2.53K ﹤0.01%
41
1962
$2.52K ﹤0.01%
+144
1963
$2.5K ﹤0.01%
200
-603
1964
$2.5K ﹤0.01%
318
-299
1965
$2.5K ﹤0.01%
51
1966
$2.49K ﹤0.01%
15
1967
$2.49K ﹤0.01%
+8
1968
$2.47K ﹤0.01%
162
1969
$2.45K ﹤0.01%
81
1970
$2.44K ﹤0.01%
24
1971
$2.43K ﹤0.01%
865
1972
$2.43K ﹤0.01%
20
1973
$2.43K ﹤0.01%
95
-11
1974
$2.42K ﹤0.01%
+95
1975
$2.41K ﹤0.01%
+293
77 78
79
80 81