EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.21B
1-Year Est. Return 22.38%
This Quarter Est. Return
1 Year Est. Return
+22.38%
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
1
$33.3M 3.67%
721,751
+43,639
2
$31.7M 3.49%
163,365
+26,753
3
$28.1M 3.09%
99,170
+9,696
4
$22.4M 2.47%
157,791
+13,050
5
$19.9M 2.19%
262,773
+9,497
6
$19.8M 2.19%
122,131
-776
7
$16.4M 1.8%
66,837
+9,279
8
$16.1M 1.77%
72,937
-1,142
9
$14.8M 1.63%
36,230
-340
10
$14.7M 1.62%
43,165
+8,113
11
$13.5M 1.48%
370,009
+51,298
12
$13M 1.43%
141,345
-16,701
13
$11.7M 1.29%
431,783
+19,965
14
$10.8M 1.19%
90,507
+14,877
15
$10.5M 1.16%
258,593
+18,617
16
$9.58M 1.06%
537,397
+43,351
17
$9M 0.99%
68,017
+724
18
$8.76M 0.97%
115,913
+11,760
19
$8.65M 0.95%
176,896
+17,440
20
$8.5M 0.94%
65,182
+14,605
21
$8.14M 0.9%
40,910
-3,461
22
$8M 0.88%
44,901
+3,977
23
$7.7M 0.85%
167,324
+7,564
24
$7.59M 0.84%
242,210
+5,841
25
$7.37M 0.81%
101,649
-4,829
1
2 3 4 5