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
2451
$71 ﹤0.01%
32
2452
$67 ﹤0.01%
3
2453
$65 ﹤0.01%
5
2454
$62 ﹤0.01%
2
2455
$58 ﹤0.01%
2
2456
$55 ﹤0.01%
6
2457
$54 ﹤0.01%
10
2458
$52 ﹤0.01%
23
2459
$49 ﹤0.01%
11
2460
$46 ﹤0.01%
1
2461
$44 ﹤0.01%
2
2462
$43 ﹤0.01%
3
2463
$41 ﹤0.01%
+11
2464
$41 ﹤0.01%
1
2465
$41 ﹤0.01%
+1
2466
$39 ﹤0.01%
12
2467
$38 ﹤0.01%
1
2468
$36 ﹤0.01%
1,800
2469
$33 ﹤0.01%
3
2470
$31 ﹤0.01%
5
2471
$26 ﹤0.01%
13
2472
$24 ﹤0.01%
+6
2473
$23 ﹤0.01%
3
2474
$21 ﹤0.01%
10
2475
– –
0
97 98
99
100 101