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
326
$233K 0.04%
976
-768
327
$232K 0.04%
11,636
+2,525
328
$231K 0.04%
1,742
-763
329
$230K 0.03%
610
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330
$230K 0.03%
3,599
+3,412
331
$230K 0.03%
717
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332
$226K 0.03%
7,544
+1,189
333
$225K 0.03%
2,985
-1,564
334
$224K 0.03%
897
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335
$223K 0.03%
1,982
+741
336
$223K 0.03%
8,050
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337
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338
$222K 0.03%
8,570
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339
$222K 0.03%
1,920
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340
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341
$216K 0.03%
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342
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1,469
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343
$215K 0.03%
+3,675
344
$214K 0.03%
8,028
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345
$213K 0.03%
548
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346
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3,847
+3,560
347
$212K 0.03%
2,371
348
$208K 0.03%
981
-403
349
$204K 0.03%
+3,970
350
$204K 0.03%
5,222
+8
12 13
14
15 16