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
2176
$1.13K ﹤0.01%
24
-17
2177
$1.13K ﹤0.01%
10
-139
2178
$1.13K ﹤0.01%
+13
2179
$1.13K ﹤0.01%
287
2180
$1.13K ﹤0.01%
126
-405
2181
$1.12K ﹤0.01%
91
2182
$1.12K ﹤0.01%
42
2183
$1.11K ﹤0.01%
+175
2184
$1.11K ﹤0.01%
18
-34
2185
$1.11K ﹤0.01%
53
2186
$1.11K ﹤0.01%
+14
2187
$1.11K ﹤0.01%
295
2188
$1.11K ﹤0.01%
6
2189
$1.11K ﹤0.01%
178
+66
2190
$1.1K ﹤0.01%
14
+7
2191
$1.1K ﹤0.01%
+12
2192
$1.1K ﹤0.01%
+73
2193
$1.09K ﹤0.01%
25
2194
$1.09K ﹤0.01%
+24
2195
$1.08K ﹤0.01%
12
2196
$1.08K ﹤0.01%
60
2197
$1.07K ﹤0.01%
392
-500
2198
$1.06K ﹤0.01%
+16
2199
$1.05K ﹤0.01%
+14
2200
$1.05K ﹤0.01%
33
-28
86 87
88
89 90