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
251
$348K 0.05%
1,597
-1,250
252
$348K 0.05%
3,508
-2,446
253
$347K 0.05%
14,311
+9,327
254
$347K 0.05%
2,351
+1,209
255
$347K 0.05%
3,384
-164
256
$346K 0.05%
+19,782
257
$346K 0.05%
1,613
-50
258
$345K 0.05%
11,352
+1,322
259
$344K 0.05%
2,932
-1,420
260
$343K 0.05%
11,260
-8,316
261
$339K 0.05%
+2,579
262
$338K 0.05%
4,543
+4,278
263
$328K 0.05%
13,918
+6,631
264
$328K 0.05%
6,704
+5,954
265
$328K 0.05%
3,934
+458
266
$324K 0.05%
3,261
-603
267
$323K 0.05%
14,403
+10,445
268
$323K 0.05%
13,397
+3,300
269
$322K 0.05%
6,851
-7,962
270
$318K 0.05%
3,638
-2,496
271
$316K 0.05%
17,444
-13,664
272
$314K 0.05%
6,231
+892
273
$312K 0.05%
14,251
+3,059
274
$311K 0.05%
1,633
+1,027
275
$307K 0.05%
4,130
-633
9 10
11
12 13