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
2226
$1K ﹤0.01%
+21
2227
$998 ﹤0.01%
+39
2228
$997 ﹤0.01%
+3
2229
$996 ﹤0.01%
19
-16
2230
$993 ﹤0.01%
47
2231
$993 ﹤0.01%
13
2232
$992 ﹤0.01%
45
-19
2233
$991 ﹤0.01%
40
2234
$990 ﹤0.01%
+7
2235
$987 ﹤0.01%
+38
2236
$986 ﹤0.01%
+17
2237
$980 ﹤0.01%
26
-1,397
2238
$977 ﹤0.01%
+118
2239
$973 ﹤0.01%
250
2240
$966 ﹤0.01%
+14
2241
$965 ﹤0.01%
10
2242
$965 ﹤0.01%
3
-3
2243
$964 ﹤0.01%
115
2244
$962 ﹤0.01%
15
2245
$962 ﹤0.01%
51
+10
2246
$959 ﹤0.01%
22
2247
$958 ﹤0.01%
57
2248
$958 ﹤0.01%
49
+8
2249
$953 ﹤0.01%
11
2250
$949 ﹤0.01%
+38
88 89
90
91 92