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
376
$170K 0.03%
2,688
-1,052
377
$168K 0.03%
28,002
+1,891
378
$165K 0.03%
1,688
-462
379
$165K 0.03%
2,432
-1,838
380
$165K 0.03%
2,106
+80
381
$163K 0.02%
4,646
-8,420
382
$163K 0.02%
1,280
-147
383
$162K 0.02%
1,265
-77
384
$162K 0.02%
1,259
-331
385
$161K 0.02%
+8,709
386
$158K 0.02%
+13,905
387
$158K 0.02%
3,258
-2,443
388
$157K 0.02%
5,090
389
$156K 0.02%
8,104
+2,060
390
$156K 0.02%
+1,128
391
$156K 0.02%
1,274
+706
392
$156K 0.02%
2,211
+1,444
393
$156K 0.02%
5,619
+306
394
$155K 0.02%
3,877
-1,996
395
$154K 0.02%
4,176
+3,313
396
$154K 0.02%
4,698
+1,160
397
$154K 0.02%
+482
398
$154K 0.02%
1,781
+26
399
$153K 0.02%
394
-809
400
$153K 0.02%
525
-45
14 15
16
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