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
251
$166K 0.05%
+451
252
$164K 0.05%
+2,696
253
$164K 0.05%
+653
254
$163K 0.05%
+2,231
255
$162K 0.05%
+2,678
256
$160K 0.04%
+343
257
$158K 0.04%
+2,015
258
$157K 0.04%
+357
259
$157K 0.04%
+4,271
260
$152K 0.04%
+350
261
$151K 0.04%
+1,323
262
$150K 0.04%
+4,986
263
$150K 0.04%
+2,067
264
$150K 0.04%
+1,847
265
$145K 0.04%
+1,098
266
$144K 0.04%
+4,439
267
$142K 0.04%
+1,325
268
$139K 0.04%
+2,190
269
$139K 0.04%
+827
270
$134K 0.04%
+1,539
271
$133K 0.04%
+711
272
$133K 0.04%
+1,428
273
$131K 0.04%
+5,100
274
$129K 0.04%
+357
275
$129K 0.04%
+696
9 10
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