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
326
$86K 0.02%
+749
327
$86K 0.02%
+415
328
$85K 0.02%
+1,476
329
$84K 0.02%
+3,884
330
$84K 0.02%
+1,043
331
$83K 0.02%
+1,141
332
$82K 0.02%
+359
333
$82K 0.02%
+2,231
334
$82K 0.02%
+2,761
335
$82K 0.02%
+751
336
$80K 0.02%
+555
337
$80K 0.02%
+1,810
338
$80K 0.02%
+1,420
339
$80K 0.02%
+1,218
340
$80K 0.02%
+250
341
$79K 0.02%
+250
342
$79K 0.02%
+480
343
$79K 0.02%
+1,268
344
$79K 0.02%
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345
$79K 0.02%
+892
346
$78K 0.02%
+1,505
347
$77K 0.02%
+342
348
$76K 0.02%
+893
349
$76K 0.02%
+1,049
350
$75K 0.02%
+44
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