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
2001
$2.17K ﹤0.01%
10
2002
$2.13K ﹤0.01%
141
+25
2003
$2.13K ﹤0.01%
33
2004
$2.12K ﹤0.01%
47
2005
$2.11K ﹤0.01%
+41
2006
$2.11K ﹤0.01%
+68
2007
$2.11K ﹤0.01%
21
2008
$2.11K ﹤0.01%
75
2009
$2.1K ﹤0.01%
241
2010
$2.1K ﹤0.01%
+10
2011
$2.09K ﹤0.01%
+2,484
2012
$2.09K ﹤0.01%
16
-20
2013
$2.08K ﹤0.01%
25
2014
$2.08K ﹤0.01%
35
+9
2015
$2.08K ﹤0.01%
58
-1
2016
$2.08K ﹤0.01%
+54
2017
$2.07K ﹤0.01%
26
+7
2018
$2.06K ﹤0.01%
53
2019
$2.05K ﹤0.01%
39
2020
$2.05K ﹤0.01%
46
-246
2021
$2.04K ﹤0.01%
49
2022
$2.03K ﹤0.01%
96
+71
2023
$2.03K ﹤0.01%
283
2024
$2.02K ﹤0.01%
+104
2025
$2.02K ﹤0.01%
19
79 80
81
82 83