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
176
$813K 0.09%
15,111
-383
177
$809K 0.09%
13,137
-6,142
178
$808K 0.09%
8,011
-807
179
$806K 0.09%
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180
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182
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15,071
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183
$785K 0.09%
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184
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185
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13,786
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186
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5,542
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187
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15,435
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188
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1,477
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189
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23,784
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190
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191
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192
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6,530
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193
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194
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195
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1,702
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196
$713K 0.08%
11,832
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197
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13,416
-2,578
198
$679K 0.07%
8,850
-52
199
$652K 0.07%
6,995
-478
200
$651K 0.07%
13,461
-7,770
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8
9 10