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
301
$107K 0.03%
+2,263
302
$106K 0.03%
+462
303
$105K 0.03%
+1,904
304
$105K 0.03%
+3,057
305
$105K 0.03%
+1,043
306
$104K 0.03%
+1,340
307
$102K 0.03%
+5,504
308
$101K 0.03%
+2,651
309
$100K 0.03%
+2,465
310
$99K 0.03%
+1,179
311
$97K 0.03%
+1,431
312
$96K 0.03%
+152
313
$95K 0.03%
+3,013
314
$95K 0.03%
+1,096
315
$93K 0.03%
+9,048
316
$93K 0.03%
+2,471
317
$92K 0.03%
+1,048
318
$92K 0.03%
+753
319
$90K 0.03%
+734
320
$90K 0.03%
+1,260
321
$88K 0.02%
+293
322
$88K 0.02%
+1,159
323
$86K 0.02%
+1,798
324
$86K 0.02%
+4,119
325
$86K 0.02%
+102
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