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
$660M
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,487
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.97M
3
+$9.26M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.17M
5
PGR icon
Progressive
PGR
+$7.99M

Top Sells

1
+$5.48M
2
+$1.03M
3
+$1.01M
4
MA icon
Mastercard
MA
+$768K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$754K

Sector Composition

1 Technology 10.3%
2 Financials 8.03%
3 Consumer Discretionary 6.13%
4 Healthcare 4.93%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$414K 0.06%
5,755
+1,622
227
$405K 0.06%
6,115
+504
228
$404K 0.06%
1,516
+739
229
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230
$401K 0.06%
4,856
+3,183
231
$395K 0.06%
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232
$394K 0.06%
10,397
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233
$392K 0.06%
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-1,302
234
$391K 0.06%
10,096
+276
235
$389K 0.06%
7,767
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236
$387K 0.06%
2,218
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237
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238
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532
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239
$371K 0.06%
5,161
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240
$370K 0.06%
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241
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243
$369K 0.06%
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245
$367K 0.06%
16,159
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246
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2,587
+2,396
247
$361K 0.05%
661
248
$358K 0.05%
2,182
-6,164
249
$356K 0.05%
9,032
+2,432
250
$355K 0.05%
16,480
+241
8 9
10
11 12