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
$357M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,787
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$18.4M
3
+$15.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$14M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.98%
2 Financials 5.06%
3 Consumer Discretionary 3.91%
4 Industrials 3.36%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$190K 0.05%
+2,761
227
$189K 0.05%
+770
228
$187K 0.05%
+1,814
229
$187K 0.05%
+1,346
230
$185K 0.05%
+1,567
231
$184K 0.05%
+4,301
232
$184K 0.05%
+4,015
233
$183K 0.05%
+880
234
$182K 0.05%
+1,961
235
$182K 0.05%
+385
236
$181K 0.05%
+2,271
237
$181K 0.05%
+3,010
238
$180K 0.05%
+5,160
239
$177K 0.05%
+1,020
240
$176K 0.05%
+1,631
241
$176K 0.05%
+5,872
242
$174K 0.05%
+1,415
243
$173K 0.05%
+6,494
244
$172K 0.05%
+3,185
245
$171K 0.05%
+2,950
246
$171K 0.05%
+5,468
247
$169K 0.05%
+4,954
248
$168K 0.05%
+255
249
$167K 0.05%
+618
250
$166K 0.05%
+209
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