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
501
$34K 0.01%
+786
502
$34K 0.01%
+365
503
$33K 0.01%
+480
504
$33K 0.01%
+2,029
505
$33K 0.01%
+479
506
$33K 0.01%
+1,640
507
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+93
508
$33K 0.01%
+820
509
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+177
510
$33K 0.01%
+354
511
$33K 0.01%
+819
512
$33K 0.01%
+500
513
$33K 0.01%
+1,330
514
$33K 0.01%
+342
515
$32K 0.01%
+183
516
$32K 0.01%
+278
517
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+228
518
$32K 0.01%
+2,154
519
$32K 0.01%
+206
520
$31K 0.01%
+288
521
$31K 0.01%
+116
522
$31K 0.01%
+921
523
$31K 0.01%
+192
524
$31K 0.01%
+722
525
$31K 0.01%
+250
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