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
576
$81.2K 0.01%
3,789
-749
577
$80.9K 0.01%
1,304
+701
578
$80.8K 0.01%
510
+3
579
$80.7K 0.01%
410
+371
580
$80.6K 0.01%
974
+699
581
$80.3K 0.01%
3,226
+1,244
582
$80.1K 0.01%
826
-346
583
$79.9K 0.01%
1,567
+773
584
$79.6K 0.01%
1,043
585
$79.5K 0.01%
957
+518
586
$79.4K 0.01%
10,857
+9,455
587
$79.2K 0.01%
930
+155
588
$79K 0.01%
22,117
+671
589
$78.9K 0.01%
5,244
590
$78.9K 0.01%
933
-24
591
$78.9K 0.01%
384
+154
592
$78.4K 0.01%
1,067
-7
593
$78.1K 0.01%
3,329
-1,725
594
$77.9K 0.01%
555
-73
595
$77.8K 0.01%
+2,820
596
$77.8K 0.01%
1,296
-3,955
597
$77.7K 0.01%
947
+410
598
$77.7K 0.01%
541
+117
599
$77.3K 0.01%
+2,762
600
$77.3K 0.01%
2,613
-245
22 23
24
25 26