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
2301
$647 ﹤0.01%
9
2302
$644 ﹤0.01%
47
2303
$644 ﹤0.01%
125
2304
$632 ﹤0.01%
75
2305
$632 ﹤0.01%
+28
2306
$631 ﹤0.01%
10
-103
2307
$631 ﹤0.01%
9
-514
2308
$624 ﹤0.01%
+140
2309
$621 ﹤0.01%
+16
2310
$620 ﹤0.01%
+16
2311
$602 ﹤0.01%
39
2312
$601 ﹤0.01%
31
2313
$597 ﹤0.01%
12
2314
$594 ﹤0.01%
+36
2315
$593 ﹤0.01%
3
2316
$589 ﹤0.01%
+69
2317
$588 ﹤0.01%
3
-3
2318
$585 ﹤0.01%
28
2319
$584 ﹤0.01%
14
2320
$582 ﹤0.01%
107
2321
$574 ﹤0.01%
65
-361
2322
$573 ﹤0.01%
+8
2323
$572 ﹤0.01%
+31
2324
$567 ﹤0.01%
300
2325
$564 ﹤0.01%
+46
91 92
93
94 95