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
526
$94K 0.01%
1,787
+1,620
527
$94K 0.01%
169
-3
528
$93.9K 0.01%
2,076
+1,778
529
$93.6K 0.01%
1,948
+872
530
$93.6K 0.01%
149
-5
531
$93K 0.01%
4,037
532
$93K 0.01%
1,416
+119
533
$93K 0.01%
19,406
+3,399
534
$92.5K 0.01%
6,948
-3,496
535
$92.1K 0.01%
7,919
-3,701
536
$92K 0.01%
4,101
-364
537
$92K 0.01%
1,368
+8
538
$92K 0.01%
436
+328
539
$91.5K 0.01%
1,095
+526
540
$90.6K 0.01%
2,022
-546
541
$90.6K 0.01%
+6,427
542
$89.8K 0.01%
1,540
+14
543
$89.1K 0.01%
1,980
+1,795
544
$89K 0.01%
1,634
+442
545
$88.8K 0.01%
2,527
-111
546
$88.8K 0.01%
821
+15
547
$88.1K 0.01%
2,119
+434
548
$88.1K 0.01%
435
-4
549
$87.7K 0.01%
718
-546
550
$87.6K 0.01%
1,560
+1,513
20 21
22
23 24