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
476
$112K 0.02%
2,407
+235
477
$111K 0.02%
4,152
478
$111K 0.02%
1,560
+552
479
$111K 0.02%
1,778
-344
480
$111K 0.02%
429
-14
481
$110K 0.02%
+1,610
482
$109K 0.02%
851
+67
483
$108K 0.02%
13,527
+3,802
484
$108K 0.02%
730
485
$108K 0.02%
2,618
-205
486
$107K 0.02%
11,782
+10,396
487
$107K 0.02%
1,071
+500
488
$107K 0.02%
946
+16
489
$106K 0.02%
1,348
-102
490
$106K 0.02%
1,870
+965
491
$105K 0.02%
4,344
+944
492
$104K 0.02%
719
-4
493
$104K 0.02%
732
+174
494
$104K 0.02%
1,033
+176
495
$103K 0.02%
2,229
-713
496
$103K 0.02%
965
-2,018
497
$102K 0.02%
611
+6
498
$102K 0.02%
330
-53
499
$102K 0.02%
2,002
+304
500
$101K 0.02%
3,087
+869
18 19
20
21 22