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
2401
$281 ﹤0.01%
9
2402
$279 ﹤0.01%
61
2403
$272 ﹤0.01%
+52
2404
$269 ﹤0.01%
10
2405
$268 ﹤0.01%
18
2406
$265 ﹤0.01%
29
2407
$265 ﹤0.01%
31
2408
$254 ﹤0.01%
12
2409
$249 ﹤0.01%
6
2410
$245 ﹤0.01%
10
2411
$242 ﹤0.01%
6
2412
$237 ﹤0.01%
1
2413
$237 ﹤0.01%
134
2414
$236 ﹤0.01%
21
2415
$229 ﹤0.01%
19
2416
$227 ﹤0.01%
+4
2417
$223 ﹤0.01%
+4
2418
$211 ﹤0.01%
6
2419
$207 ﹤0.01%
25
2420
$204 ﹤0.01%
11
2421
$201 ﹤0.01%
100
2422
$184 ﹤0.01%
8
-66
2423
$182 ﹤0.01%
22
2424
$180 ﹤0.01%
24
2425
$167 ﹤0.01%
10
95 96
97
98 99