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
2351
$506 ﹤0.01%
172
2352
$505 ﹤0.01%
25
2353
$503 ﹤0.01%
+21
2354
$501 ﹤0.01%
60
2355
$499 ﹤0.01%
10
-38
2356
$495 ﹤0.01%
100
2357
$494 ﹤0.01%
8
2358
$494 ﹤0.01%
3
2359
$492 ﹤0.01%
+32
2360
$484 ﹤0.01%
13
+5
2361
$483 ﹤0.01%
+10
2362
$482 ﹤0.01%
12
2363
$480 ﹤0.01%
5
2364
$480 ﹤0.01%
18
+1
2365
$478 ﹤0.01%
27
2366
$476 ﹤0.01%
98
2367
$473 ﹤0.01%
450
2368
$472 ﹤0.01%
+3
2369
$471 ﹤0.01%
86
2370
$465 ﹤0.01%
24
2371
$447 ﹤0.01%
40
2372
$438 ﹤0.01%
99
2373
$433 ﹤0.01%
93
2374
$427 ﹤0.01%
110
2375
$422 ﹤0.01%
8
93 94
95
96 97