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
2251
$947 ﹤0.01%
+55
2252
$937 ﹤0.01%
46
2253
$926 ﹤0.01%
+315
2254
$925 ﹤0.01%
+57
2255
$920 ﹤0.01%
100
2256
$919 ﹤0.01%
+19
2257
$917 ﹤0.01%
39
+21
2258
$913 ﹤0.01%
+70
2259
$912 ﹤0.01%
65
2260
$907 ﹤0.01%
+22
2261
$892 ﹤0.01%
100
2262
$887 ﹤0.01%
+14
2263
$878 ﹤0.01%
+24
2264
$868 ﹤0.01%
44
2265
$861 ﹤0.01%
19
-797
2266
$858 ﹤0.01%
33
-5
2267
$856 ﹤0.01%
55
+35
2268
$854 ﹤0.01%
12
+3
2269
$837 ﹤0.01%
75
2270
$835 ﹤0.01%
13
2271
$829 ﹤0.01%
+29
2272
$827 ﹤0.01%
10
2273
$784 ﹤0.01%
22
2274
$781 ﹤0.01%
152
2275
$780 ﹤0.01%
37
89 90
91
92 93