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
2326
$560 ﹤0.01%
64
2327
$559 ﹤0.01%
23
2328
$558 ﹤0.01%
6
2329
$556 ﹤0.01%
19
+1
2330
$556 ﹤0.01%
86
2331
$547 ﹤0.01%
+6
2332
$546 ﹤0.01%
+164
2333
$546 ﹤0.01%
22
2334
$545 ﹤0.01%
+500
2335
$544 ﹤0.01%
+4
2336
$541 ﹤0.01%
+7
2337
$539 ﹤0.01%
+12
2338
$538 ﹤0.01%
+9
2339
$535 ﹤0.01%
+42
2340
$533 ﹤0.01%
21
-391
2341
$532 ﹤0.01%
8
2342
$532 ﹤0.01%
2
2343
$531 ﹤0.01%
+7
2344
$530 ﹤0.01%
+15
2345
$529 ﹤0.01%
18
2346
$527 ﹤0.01%
338
2347
$525 ﹤0.01%
+14
2348
$519 ﹤0.01%
+87
2349
$511 ﹤0.01%
6
2350
$508 ﹤0.01%
+125
92 93
94
95 96