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
2076
$1.69K ﹤0.01%
13
-219
2077
$1.69K ﹤0.01%
127
-158
2078
$1.67K ﹤0.01%
129
-1
2079
$1.67K ﹤0.01%
+122
2080
$1.67K ﹤0.01%
23
2081
$1.66K ﹤0.01%
21
2082
$1.65K ﹤0.01%
42
2083
$1.63K ﹤0.01%
123
-491
2084
$1.63K ﹤0.01%
206
+107
2085
$1.62K ﹤0.01%
93
2086
$1.62K ﹤0.01%
31
-8
2087
$1.61K ﹤0.01%
+176
2088
$1.6K ﹤0.01%
+228
2089
$1.6K ﹤0.01%
30
2090
$1.6K ﹤0.01%
232
-122
2091
$1.59K ﹤0.01%
14
-78
2092
$1.59K ﹤0.01%
118
2093
$1.58K ﹤0.01%
67
-65
2094
$1.58K ﹤0.01%
+49
2095
$1.57K ﹤0.01%
72
+23
2096
$1.55K ﹤0.01%
+600
2097
$1.55K ﹤0.01%
8
2098
$1.54K ﹤0.01%
+20
2099
$1.54K ﹤0.01%
55
+42
2100
$1.54K ﹤0.01%
186
82 83
84
85 86