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
351
$202K 0.03%
873
-88
352
$202K 0.03%
4,163
-1,705
353
$201K 0.03%
5,488
-4,196
354
$198K 0.03%
1,977
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355
$196K 0.03%
737
-193
356
$194K 0.03%
2,752
-2,721
357
$194K 0.03%
4,244
-5
358
$191K 0.03%
+3,200
359
$191K 0.03%
409
-98
360
$189K 0.03%
10,689
-836
361
$187K 0.03%
1,382
-233
362
$187K 0.03%
2,893
-2,684
363
$186K 0.03%
2,050
-524
364
$186K 0.03%
721
-449
365
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+3,543
366
$178K 0.03%
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367
$178K 0.03%
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368
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5,237
-2,622
369
$176K 0.03%
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+7
370
$175K 0.03%
38,056
+37,462
371
$175K 0.03%
87
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372
$175K 0.03%
1,681
+453
373
$174K 0.03%
512
+101
374
$171K 0.03%
2,749
+389
375
$170K 0.03%
589
-7
13 14
15
16 17