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
426
$138K 0.02%
774
-238
427
$138K 0.02%
495
-279
428
$137K 0.02%
3,555
+916
429
$136K 0.02%
1,199
+408
430
$136K 0.02%
2,168
+1,631
431
$135K 0.02%
2,165
+293
432
$135K 0.02%
2,364
-49
433
$134K 0.02%
1,654
-294
434
$132K 0.02%
4,239
+354
435
$132K 0.02%
393
-107
436
$131K 0.02%
937
-78
437
$131K 0.02%
534
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438
$129K 0.02%
981
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439
$129K 0.02%
4,654
+18
440
$129K 0.02%
+11,450
441
$128K 0.02%
1,870
+1,817
442
$128K 0.02%
+12,235
443
$127K 0.02%
2,079
+903
444
$127K 0.02%
1,330
-1,152
445
$127K 0.02%
3,338
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446
$127K 0.02%
2,929
-519
447
$125K 0.02%
2,569
+16
448
$125K 0.02%
433
+238
449
$125K 0.02%
1,898
-821
450
$125K 0.02%
1,974
-1,473
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