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
576
$27K 0.01%
+690
577
$26K 0.01%
+291
578
$26K 0.01%
+316
579
$26K 0.01%
+149
580
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581
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+110
582
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+390
583
$26K 0.01%
+332
584
$26K 0.01%
+1,613
585
$26K 0.01%
+602
586
$26K 0.01%
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587
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588
$26K 0.01%
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589
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590
$25K 0.01%
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591
$25K 0.01%
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592
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593
$25K 0.01%
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594
$25K 0.01%
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595
$25K 0.01%
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597
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598
$25K 0.01%
+1,555
599
$25K 0.01%
+126
600
$25K 0.01%
+1,235
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