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
2276
$778 ﹤0.01%
13
-7
2277
$771 ﹤0.01%
26
-105
2278
$766 ﹤0.01%
11
2279
$766 ﹤0.01%
43
2280
$763 ﹤0.01%
+53
2281
$761 ﹤0.01%
60
2282
$760 ﹤0.01%
50
2283
$753 ﹤0.01%
+15
2284
$746 ﹤0.01%
+36
2285
$743 ﹤0.01%
+100
2286
$740 ﹤0.01%
28
+21
2287
$730 ﹤0.01%
49
2288
$729 ﹤0.01%
59
2289
$719 ﹤0.01%
+19
2290
$715 ﹤0.01%
83
2291
$704 ﹤0.01%
100
2292
$697 ﹤0.01%
+212
2293
$687 ﹤0.01%
30
-210
2294
$683 ﹤0.01%
6
-161
2295
$681 ﹤0.01%
113
2296
$668 ﹤0.01%
10
2297
$668 ﹤0.01%
+400
2298
$665 ﹤0.01%
20
-13
2299
$651 ﹤0.01%
47
2300
$648 ﹤0.01%
9
-13
90 91
92
93 94