EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$5.63M
2
+$4.66M
3
+$3.24M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.97M
5
COST icon
Costco
COST
+$2.73M

Top Sells

1
+$5.71M
2
+$2.99M
3
+$2.58M
4
XES icon
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
+$2.48M
5
TGT icon
Target
TGT
+$2.25M

Sector Composition

1 Technology 11.42%
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
2026
$2.02K ﹤0.01%
31
+4
2027
$2.02K ﹤0.01%
174
+93
2028
$2K ﹤0.01%
38
2029
$2K ﹤0.01%
45
2030
$1.95K ﹤0.01%
119
2031
$1.95K ﹤0.01%
100
-129
2032
$1.95K ﹤0.01%
+23
2033
$1.95K ﹤0.01%
6
-2
2034
$1.94K ﹤0.01%
7
2035
$1.92K ﹤0.01%
+84
2036
$1.9K ﹤0.01%
45
+37
2037
$1.9K ﹤0.01%
148
2038
$1.89K ﹤0.01%
142
2039
$1.88K ﹤0.01%
+158
2040
$1.88K ﹤0.01%
200
-50
2041
$1.86K ﹤0.01%
+100
2042
$1.86K ﹤0.01%
100
2043
$1.85K ﹤0.01%
+13
2044
$1.85K ﹤0.01%
236
2045
$1.84K ﹤0.01%
+89
2046
$1.84K ﹤0.01%
20
2047
$1.84K ﹤0.01%
146
2048
$1.83K ﹤0.01%
82
2049
$1.83K ﹤0.01%
235
2050
$1.83K ﹤0.01%
11
-2
80 81
82
83 84