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
26
$5.45M 0.83%
20,748
+18,405
27
$4.78M 0.72%
20,933
+20,639
28
$4.67M 0.71%
100,568
+100,551
29
$4.43M 0.67%
132,175
30
$4.26M 0.64%
37,491
-3,329
31
$4.24M 0.64%
190,602
+189,506
32
$4.24M 0.64%
35,892
+26,279
33
$4.2M 0.64%
122,794
+122,704
34
$4.13M 0.63%
40,168
+207
35
$3.95M 0.6%
157,068
-3,783
36
$3.84M 0.58%
28,420
-799
37
$3.82M 0.58%
65,308
-17,653
38
$3.8M 0.58%
91,421
-666
39
$3.76M 0.57%
67,320
+40,800
40
$3.7M 0.56%
49,828
+49,621
41
$3.65M 0.55%
37,476
+34,844
42
$3.62M 0.55%
40,651
+39,999
43
$3.62M 0.55%
65,158
+64,906
44
$3.56M 0.54%
26,584
+479
45
$3.56M 0.54%
66,719
+66,655
46
$3.56M 0.54%
32,090
+23,070
47
$3.54M 0.54%
20,316
+20,243
48
$3.49M 0.53%
27,867
-258
49
$3.46M 0.52%
50,884
+763
50
$3.42M 0.52%
38,499
+10,324
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