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
2151
$1.24K ﹤0.01%
+43
2152
$1.23K ﹤0.01%
8
+2
2153
$1.23K ﹤0.01%
+19
2154
$1.22K ﹤0.01%
54
2155
$1.22K ﹤0.01%
+37
2156
$1.22K ﹤0.01%
43
2157
$1.21K ﹤0.01%
22
2158
$1.21K ﹤0.01%
+3
2159
$1.2K ﹤0.01%
+6
2160
$1.19K ﹤0.01%
72
2161
$1.19K ﹤0.01%
33
+19
2162
$1.18K ﹤0.01%
+59
2163
$1.17K ﹤0.01%
48
+1
2164
$1.16K ﹤0.01%
+94
2165
$1.16K ﹤0.01%
33
+5
2166
$1.16K ﹤0.01%
+95
2167
$1.16K ﹤0.01%
71
-300
2168
$1.16K ﹤0.01%
+12
2169
$1.15K ﹤0.01%
25
-12
2170
$1.15K ﹤0.01%
65
2171
$1.14K ﹤0.01%
18
+8
2172
$1.14K ﹤0.01%
25
2173
$1.13K ﹤0.01%
47
2174
$1.13K ﹤0.01%
+100
2175
$1.13K ﹤0.01%
+20
85 86
87
88 89