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
601
$76.7K 0.01%
127
602
$76.6K 0.01%
730
+242
603
$76.2K 0.01%
230
+116
604
$76.1K 0.01%
1,910
-165
605
$75.8K 0.01%
1,140
606
$75.8K 0.01%
990
-382
607
$75.6K 0.01%
508
-37
608
$74.6K 0.01%
2,407
+828
609
$74.5K 0.01%
1,810
610
$74.2K 0.01%
1,487
+262
611
$73.8K 0.01%
1,340
+6
612
$73.7K 0.01%
+779
613
$73.6K 0.01%
+6,818
614
$73.1K 0.01%
14,505
+11,327
615
$72.9K 0.01%
2,404
+248
616
$72.6K 0.01%
1,098
+7
617
$72.6K 0.01%
+649
618
$72.2K 0.01%
343
+196
619
$72.1K 0.01%
2,038
+1,815
620
$71.7K 0.01%
+1,324
621
$71.6K 0.01%
1,480
+112
622
$71.3K 0.01%
2,339
-299
623
$71.2K 0.01%
1,962
+1,199
624
$70.9K 0.01%
+1,865
625
$70.9K 0.01%
870
+499
23 24
25
26 27