EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$5.63M
2
+$4.66M
3
+$3.24M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.97M
5
COST icon
Costco
COST
+$2.73M

Top Sells

1
+$5.71M
2
+$2.99M
3
+$2.58M
4
XES icon
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
+$2.48M
5
TGT icon
Target
TGT
+$2.25M

Sector Composition

1 Technology 11.42%
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
201
$650K 0.07%
1,412
+9
202
$648K 0.07%
20,568
+15,629
203
$641K 0.07%
5,047
-305
204
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12,347
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205
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11,185
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206
$634K 0.07%
5,936
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207
$629K 0.07%
3,039
208
$625K 0.07%
25,970
+2,381
209
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9,960
-3
210
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3,429
-358
211
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12,866
212
$612K 0.07%
7,949
+6,910
213
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7,855
-828
214
$592K 0.07%
2,406
-346
215
$589K 0.06%
5,018
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216
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217
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21,221
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218
$567K 0.06%
2,512
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219
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8,803
220
$556K 0.06%
1,483
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221
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8,188
-1,568
222
$534K 0.06%
9,840
-100
223
$524K 0.06%
5,951
-1,130
224
$518K 0.06%
2,690
-199
225
$514K 0.06%
11,274
-330
7 8
9
10 11