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
26
$2.45M 0.68%
+18,943
27
$2.39M 0.67%
+48,292
28
$2.38M 0.67%
+16,148
29
$2.32M 0.65%
+16,000
30
$2.31M 0.65%
+29,401
31
$2.31M 0.65%
+47,340
32
$2.27M 0.64%
+47,770
33
$2.23M 0.62%
+44,173
34
$2.13M 0.6%
+13,479
35
$2.02M 0.57%
+33,300
36
$1.99M 0.56%
+18,466
37
$1.98M 0.55%
+13,660
38
$1.94M 0.54%
+4,674
39
$1.73M 0.48%
+31,339
40
$1.72M 0.48%
+27,168
41
$1.7M 0.47%
+3,555
42
$1.69M 0.47%
+6,643
43
$1.67M 0.47%
+15,543
44
$1.59M 0.45%
+19,668
45
$1.54M 0.43%
+49,356
46
$1.5M 0.42%
+4,448
47
$1.48M 0.41%
+29,899
48
$1.4M 0.39%
+16,528
49
$1.26M 0.35%
+18,797
50
$1.2M 0.34%
+20,017
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