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
426
$51K 0.01%
+838
427
$50K 0.01%
+1,946
428
$50K 0.01%
+205
429
$49K 0.01%
+521
430
$49K 0.01%
+2,339
431
$49K 0.01%
+1,380
432
$49K 0.01%
+1,032
433
$48K 0.01%
+74
434
$48K 0.01%
+230
435
$48K 0.01%
+593
436
$47K 0.01%
+314
437
$47K 0.01%
+4,832
438
$47K 0.01%
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439
$47K 0.01%
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440
$46K 0.01%
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441
$46K 0.01%
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442
$46K 0.01%
+1,096
443
$46K 0.01%
+1,772
444
$46K 0.01%
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445
$46K 0.01%
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$45K 0.01%
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447
$45K 0.01%
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448
$45K 0.01%
+692
449
$45K 0.01%
+585
450
$44K 0.01%
+905
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