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
276
$128K 0.04%
+1,890
277
$126K 0.04%
+4,196
278
$125K 0.04%
+6,217
279
$125K 0.04%
+5,680
280
$123K 0.03%
+321
281
$123K 0.03%
+1,334
282
$121K 0.03%
+2,240
283
$119K 0.03%
+826
284
$119K 0.03%
+304
285
$118K 0.03%
+5,129
286
$118K 0.03%
+2,366
287
$116K 0.03%
+447
288
$114K 0.03%
+4,946
289
$113K 0.03%
+3,180
290
$113K 0.03%
+4,668
291
$113K 0.03%
+515
292
$112K 0.03%
+544
293
$112K 0.03%
+784
294
$112K 0.03%
+6,306
295
$111K 0.03%
+1,160
296
$110K 0.03%
+2,474
297
$110K 0.03%
+1,330
298
$110K 0.03%
+495
299
$109K 0.03%
+775
300
$109K 0.03%
+1,143
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