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
501
$101K 0.02%
100,316
502
$101K 0.02%
928
+105
503
$101K 0.02%
3,260
504
$101K 0.02%
2,166
+1,516
505
$101K 0.02%
1,996
+281
506
$101K 0.02%
+3,050
507
$100K 0.02%
639
-137
508
$99.9K 0.02%
2,649
-595
509
$99.6K 0.02%
1,019
510
$99.5K 0.02%
3,677
-1,519
511
$99K 0.02%
2,221
-466
512
$98.8K 0.02%
1,681
-503
513
$98.6K 0.01%
1,991
514
$98.3K 0.01%
2,415
+1,389
515
$98.3K 0.01%
8,790
-56,225
516
$98K 0.01%
620
-1,806
517
$97.9K 0.01%
916
-150
518
$97.8K 0.01%
2,637
+2,258
519
$97K 0.01%
1,126
+162
520
$96.3K 0.01%
127
-1
521
$95.7K 0.01%
2,519
-2,237
522
$95.4K 0.01%
5,240
+623
523
$95.1K 0.01%
1,314
+401
524
$94.1K 0.01%
1,351
525
$94.1K 0.01%
+515
19 20
21
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