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
401
$57K 0.02%
+324
402
$57K 0.02%
+1,153
403
$57K 0.02%
+2,176
404
$57K 0.02%
+1,700
405
$56K 0.02%
+274
406
$56K 0.02%
+6,852
407
$56K 0.02%
+2,116
408
$56K 0.02%
+108
409
$56K 0.02%
+780
410
$56K 0.02%
+200
411
$56K 0.02%
+1,107
412
$55K 0.02%
+1,307
413
$55K 0.02%
+858
414
$55K 0.02%
+631
415
$54K 0.02%
+84
416
$53K 0.01%
+481
417
$53K 0.01%
+1,933
418
$53K 0.01%
+2,089
419
$52K 0.01%
+302
420
$52K 0.01%
+590
421
$52K 0.01%
+80
422
$51K 0.01%
+400
423
$51K 0.01%
+133
424
$51K 0.01%
+3,830
425
$51K 0.01%
+1,985
15 16
17
18 19