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
2101
$1.53K ﹤0.01%
47
+35
2102
$1.53K ﹤0.01%
+21
2103
$1.51K ﹤0.01%
+206
2104
$1.51K ﹤0.01%
24
2105
$1.49K ﹤0.01%
+143
2106
$1.48K ﹤0.01%
89
-69
2107
$1.46K ﹤0.01%
+68
2108
$1.45K ﹤0.01%
32
-10
2109
$1.45K ﹤0.01%
+29
2110
$1.43K ﹤0.01%
35
+10
2111
$1.42K ﹤0.01%
+103
2112
$1.41K ﹤0.01%
250
2113
$1.41K ﹤0.01%
31
-152
2114
$1.41K ﹤0.01%
123
2115
$1.39K ﹤0.01%
216
2116
$1.39K ﹤0.01%
+100
2117
$1.39K ﹤0.01%
8
+4
2118
$1.39K ﹤0.01%
35
2119
$1.39K ﹤0.01%
6
+2
2120
$1.39K ﹤0.01%
10
-2
2121
$1.38K ﹤0.01%
94
-189
2122
$1.38K ﹤0.01%
4
2123
$1.37K ﹤0.01%
+46
2124
$1.37K ﹤0.01%
388
2125
$1.36K ﹤0.01%
+135
83 84
85
86 87