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
551
$87K 0.01%
1,265
+14
552
$86.9K 0.01%
213
+31
553
$86.8K 0.01%
1,510
+66
554
$86.5K 0.01%
1,320
+1,004
555
$86.5K 0.01%
992
+804
556
$86.3K 0.01%
15,212
+15,162
557
$86K 0.01%
1,698
+277
558
$85.9K 0.01%
1,050
559
$85.6K 0.01%
418
-159
560
$85.6K 0.01%
2,132
+35
561
$85.3K 0.01%
3,098
-553
562
$85.1K 0.01%
1,239
-104
563
$85K 0.01%
1,241
564
$84.9K 0.01%
1,338
+878
565
$84.8K 0.01%
1,085
+67
566
$84.7K 0.01%
2,042
+681
567
$84.2K 0.01%
906
-256
568
$83.7K 0.01%
514
+5
569
$83.5K 0.01%
+4,076
570
$83.1K 0.01%
1,110
-163
571
$82.3K 0.01%
2,488
572
$82.2K 0.01%
2,266
+481
573
$81.8K 0.01%
776
+63
574
$81.5K 0.01%
1,135
-3,086
575
$81.2K 0.01%
319
-91
21 22
23
24 25