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
2376
$416 ﹤0.01%
+1
2377
$411 ﹤0.01%
+6
2378
$411 ﹤0.01%
500
2379
$400 ﹤0.01%
35
-447
2380
$400 ﹤0.01%
200
2381
$399 ﹤0.01%
10
2382
$398 ﹤0.01%
13
-62
2383
$377 ﹤0.01%
9
2384
$376 ﹤0.01%
+20
2385
$369 ﹤0.01%
52
2386
$356 ﹤0.01%
3
-7
2387
$349 ﹤0.01%
27
2388
$345 ﹤0.01%
6
-49
2389
$339 ﹤0.01%
34
2390
$333 ﹤0.01%
2
-141
2391
$321 ﹤0.01%
6
2392
$320 ﹤0.01%
59
2393
$314 ﹤0.01%
+25
2394
$314 ﹤0.01%
+12
2395
$293 ﹤0.01%
25
-12
2396
$292 ﹤0.01%
+6
2397
$291 ﹤0.01%
+1
2398
$291 ﹤0.01%
5
2399
$287 ﹤0.01%
1
2400
$286 ﹤0.01%
30
94 95
96
97 98