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
376
$64K 0.02%
+4,046
377
$64K 0.02%
+482
378
$64K 0.02%
+232
379
$63K 0.02%
+384
380
$63K 0.02%
+1,800
381
$63K 0.02%
+609
382
$63K 0.02%
+740
383
$62K 0.02%
+1,101
384
$62K 0.02%
+184
385
$62K 0.02%
+1,000
386
$62K 0.02%
+2,195
387
$62K 0.02%
+534
388
$62K 0.02%
+2,296
389
$61K 0.02%
+2,230
390
$61K 0.02%
+680
391
$60K 0.02%
+1,040
392
$59K 0.02%
+292
393
$59K 0.02%
+759
394
$59K 0.02%
+1,005
395
$59K 0.02%
+4,783
396
$59K 0.02%
+1,154
397
$59K 0.02%
+1,413
398
$58K 0.02%
+1,552
399
$58K 0.02%
+800
400
$57K 0.02%
+582
14 15
16
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