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
2201
$1.05K ﹤0.01%
57
+55
2202
$1.04K ﹤0.01%
925
2203
$1.04K ﹤0.01%
38
2204
$1.04K ﹤0.01%
+40
2205
$1.04K ﹤0.01%
+75
2206
$1.04K ﹤0.01%
+60
2207
$1.04K ﹤0.01%
+30
2208
$1.04K ﹤0.01%
28
2209
$1.04K ﹤0.01%
16
-92
2210
$1.03K ﹤0.01%
+25
2211
$1.03K ﹤0.01%
169
2212
$1.03K ﹤0.01%
28
2213
$1.03K ﹤0.01%
+23
2214
$1.03K ﹤0.01%
36
-241
2215
$1.02K ﹤0.01%
+35
2216
$1.02K ﹤0.01%
38
2217
$1.02K ﹤0.01%
+38
2218
$1.02K ﹤0.01%
24
+14
2219
$1.02K ﹤0.01%
+20
2220
$1.01K ﹤0.01%
+90
2221
$1.01K ﹤0.01%
50
-54
2222
$1.01K ﹤0.01%
+33
2223
$1.01K ﹤0.01%
+40
2224
$1K ﹤0.01%
40
2225
$1K ﹤0.01%
+47
87 88
89
90 91