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
401
$151K 0.02%
687
+152
402
$151K 0.02%
+2,450
403
$150K 0.02%
1,974
404
$150K 0.02%
542
+200
405
$150K 0.02%
13,456
+8,183
406
$149K 0.02%
1,182
-55
407
$149K 0.02%
622
+291
408
$149K 0.02%
2,855
+179
409
$148K 0.02%
1,060
+196
410
$148K 0.02%
7,005
+1,215
411
$148K 0.02%
2,181
+1,175
412
$147K 0.02%
1,265
-186
413
$146K 0.02%
2,083
-7,337
414
$146K 0.02%
+2,162
415
$146K 0.02%
3,699
+1,151
416
$145K 0.02%
2,408
-473
417
$143K 0.02%
1,623
+185
418
$143K 0.02%
723
+4
419
$142K 0.02%
752
-116
420
$142K 0.02%
2,810
+2,126
421
$142K 0.02%
596
-275
422
$141K 0.02%
9,956
+4,048
423
$140K 0.02%
22,267
+8,410
424
$139K 0.02%
2,590
-35
425
$138K 0.02%
1,485
+278
15 16
17
18 19