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
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
$634K 0.07%
11,185
+8,661
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
$617K 0.07%
3,429
-358
211
$615K 0.07%
12,866
212
$612K 0.07%
7,949
+6,910
213
$610K 0.07%
7,855
-828
214
$592K 0.07%
2,406
-346
215
$589K 0.06%
5,018
+318
216
$588K 0.06%
5,106
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217
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21,221
+1,686
218
$567K 0.06%
2,512
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219
$560K 0.06%
8,803
220
$556K 0.06%
1,483
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221
$546K 0.06%
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