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
451
$125K 0.02%
1,421
+885
452
$123K 0.02%
503
-3
453
$123K 0.02%
4,966
+3,433
454
$122K 0.02%
585
-502
455
$122K 0.02%
3,511
+574
456
$121K 0.02%
4,097
-18
457
$120K 0.02%
1,145
+180
458
$119K 0.02%
3,684
+283
459
$118K 0.02%
746
-78
460
$116K 0.02%
6,205
+3,104
461
$116K 0.02%
17,733
+12,047
462
$115K 0.02%
948
+105
463
$115K 0.02%
1,136
+581
464
$114K 0.02%
1,909
-175
465
$114K 0.02%
3,522
-2,526
466
$114K 0.02%
4,987
+3,506
467
$114K 0.02%
991
+294
468
$113K 0.02%
1,225
+9
469
$113K 0.02%
1,978
+117
470
$113K 0.02%
2,680
-1,940
471
$112K 0.02%
351
+14
472
$112K 0.02%
+2,038
473
$112K 0.02%
4,072
-318
474
$112K 0.02%
3,996
-1,217
475
$112K 0.02%
621
+293
17 18
19
20 21