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
351
$74K 0.02%
+1,975
352
$74K 0.02%
+956
353
$73K 0.02%
+3,503
354
$73K 0.02%
+627
355
$73K 0.02%
+439
356
$73K 0.02%
+670
357
$73K 0.02%
+674
358
$72K 0.02%
+343
359
$71K 0.02%
+598
360
$71K 0.02%
+2,306
361
$71K 0.02%
+500
362
$71K 0.02%
+2,276
363
$70K 0.02%
+141
364
$70K 0.02%
+2,292
365
$69K 0.02%
+1,461
366
$68K 0.02%
+600
367
$68K 0.02%
+716
368
$67K 0.02%
+808
369
$67K 0.02%
+716
370
$67K 0.02%
+143
371
$66K 0.02%
+1,997
372
$66K 0.02%
+354
373
$66K 0.02%
+550
374
$65K 0.02%
+605
375
$65K 0.02%
+588
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