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
2426
$164 ﹤0.01%
24
2427
$163 ﹤0.01%
10
2428
$162 ﹤0.01%
19
2429
$161 ﹤0.01%
26
2430
$140 ﹤0.01%
50
2431
$138 ﹤0.01%
10
2432
$131 ﹤0.01%
13
2433
$131 ﹤0.01%
+3
2434
$127 ﹤0.01%
7
2435
$127 ﹤0.01%
17
2436
$125 ﹤0.01%
20
2437
$123 ﹤0.01%
5
2438
$113 ﹤0.01%
1
2439
$112 ﹤0.01%
15
2440
$108 ﹤0.01%
2
2441
$104 ﹤0.01%
16
2442
$98 ﹤0.01%
3
-20
2443
$95 ﹤0.01%
8
2444
$93 ﹤0.01%
6
2445
$91 ﹤0.01%
17
2446
– –
0
2447
$84 ﹤0.01%
6
-785
2448
$80 ﹤0.01%
20
2449
$77 ﹤0.01%
3
2450
$74 ﹤0.01%
4
-371
96 97
98
99 100