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
1976
$2.41K ﹤0.01%
211
1977
$2.4K ﹤0.01%
1,037
1978
$2.39K ﹤0.01%
194
-508
1979
$2.38K ﹤0.01%
108
1980
$2.37K ﹤0.01%
102
1981
$2.36K ﹤0.01%
101
+13
1982
$2.36K ﹤0.01%
152
1983
$2.36K ﹤0.01%
293
1984
$2.33K ﹤0.01%
+40
1985
$2.32K ﹤0.01%
233
1986
$2.3K ﹤0.01%
241
-308
1987
$2.29K ﹤0.01%
+22
1988
$2.26K ﹤0.01%
371
+114
1989
$2.26K ﹤0.01%
13
+3
1990
$2.25K ﹤0.01%
181
1991
$2.24K ﹤0.01%
26
1992
$2.24K ﹤0.01%
+50
1993
$2.23K ﹤0.01%
218
1994
$2.22K ﹤0.01%
71
+31
1995
$2.21K ﹤0.01%
464
1996
$2.21K ﹤0.01%
56
+12
1997
$2.21K ﹤0.01%
87
1998
$2.21K ﹤0.01%
125
-98
1999
$2.2K ﹤0.01%
+146
2000
$2.18K ﹤0.01%
50
78 79
80
81 82