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
2126
$1.36K ﹤0.01%
312
2127
$1.36K ﹤0.01%
168
2128
$1.35K ﹤0.01%
+127
2129
$1.34K ﹤0.01%
88
+40
2130
$1.33K ﹤0.01%
4
-3
2131
$1.33K ﹤0.01%
121
2132
$1.32K ﹤0.01%
41
+18
2133
$1.32K ﹤0.01%
4
-3
2134
$1.31K ﹤0.01%
78
-41
2135
$1.31K ﹤0.01%
11
2136
$1.31K ﹤0.01%
35
2137
$1.3K ﹤0.01%
258
2138
$1.3K ﹤0.01%
+69
2139
$1.3K ﹤0.01%
68
2140
$1.3K ﹤0.01%
+44
2141
$1.29K ﹤0.01%
9
2142
$1.29K ﹤0.01%
23
2143
$1.29K ﹤0.01%
25
+23
2144
$1.28K ﹤0.01%
500
2145
$1.28K ﹤0.01%
51
-44
2146
$1.28K ﹤0.01%
+16
2147
$1.27K ﹤0.01%
+86
2148
$1.25K ﹤0.01%
186
-1,382
2149
$1.25K ﹤0.01%
46
-256
2150
$1.24K ﹤0.01%
13
84 85
86
87 88