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
276
$305K 0.05%
510
-298
277
$305K 0.05%
423
+156
278
$304K 0.05%
13,818
-25
279
$303K 0.05%
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280
$303K 0.05%
1,559
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281
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2,231
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282
$302K 0.05%
5,696
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283
$301K 0.05%
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-1,105
284
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16,258
+4,864
285
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12,350
+7,866
286
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4,448
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287
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288
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978
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289
$294K 0.04%
1,870
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290
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8,654
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291
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292
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293
$282K 0.04%
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294
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2,159
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295
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3,596
-391
296
$277K 0.04%
590
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297
$276K 0.04%
2,624
+2,597
298
$276K 0.04%
691
-484
299
$274K 0.04%
23,102
+6,218
300
$273K 0.04%
1,132
-403
10 11
12
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