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
476
$38K 0.01%
+131
477
$38K 0.01%
+435
478
$38K 0.01%
+852
479
$38K 0.01%
+1,040
480
$38K 0.01%
+148
481
$37K 0.01%
+576
482
$37K 0.01%
+1,228
483
$37K 0.01%
+1,661
484
$37K 0.01%
+150
485
$37K 0.01%
+185
486
$36K 0.01%
+353
487
$36K 0.01%
+346
488
$36K 0.01%
+231
489
$36K 0.01%
+665
490
$36K 0.01%
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491
$36K 0.01%
+202
492
$36K 0.01%
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+2,200
494
$35K 0.01%
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495
$35K 0.01%
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496
$34K 0.01%
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497
$34K 0.01%
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498
$34K 0.01%
+261
499
$34K 0.01%
+390
500
$34K 0.01%
+181
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