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
2051
$1.83K ﹤0.01%
126
2052
$1.82K ﹤0.01%
+51
2053
$1.81K ﹤0.01%
+53
2054
$1.81K ﹤0.01%
14
-3
2055
$1.81K ﹤0.01%
35
-16
2056
$1.81K ﹤0.01%
+121
2057
$1.79K ﹤0.01%
85
-65
2058
$1.79K ﹤0.01%
55
2059
$1.78K ﹤0.01%
57
-18
2060
$1.78K ﹤0.01%
15
2061
$1.78K ﹤0.01%
88
-127
2062
$1.78K ﹤0.01%
10
+3
2063
$1.77K ﹤0.01%
198
2064
$1.76K ﹤0.01%
+438
2065
$1.76K ﹤0.01%
31
2066
$1.75K ﹤0.01%
+50
2067
$1.74K ﹤0.01%
+65
2068
$1.74K ﹤0.01%
+56
2069
$1.72K ﹤0.01%
24
2070
$1.72K ﹤0.01%
137
-182
2071
$1.71K ﹤0.01%
50
-200
2072
$1.7K ﹤0.01%
30
-177
2073
$1.69K ﹤0.01%
+9
2074
$1.69K ﹤0.01%
256
+187
2075
$1.69K ﹤0.01%
20
81 82
83
84 85