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
626
$70.9K 0.01%
641
627
$70.5K 0.01%
+2,567
628
$70.2K 0.01%
2,740
-45
629
$69.7K 0.01%
29,922
+27,484
630
$69.6K 0.01%
492
+23
631
$69.1K 0.01%
682
+264
632
$68.9K 0.01%
2,292
633
$68.1K 0.01%
1,123
+9
634
$67.9K 0.01%
2,213
-5,963
635
$67.8K 0.01%
2,090
636
$67.6K 0.01%
778
+670
637
$67K 0.01%
2,722
-3,358
638
$66.3K 0.01%
946
+206
639
$66.3K 0.01%
+9,272
640
$66.3K 0.01%
516
641
$65.8K 0.01%
861
+326
642
$65.2K 0.01%
524
+238
643
$64.8K 0.01%
701
-494
644
$64.7K 0.01%
2,712
+2,052
645
$64.4K 0.01%
5,292
+2,197
646
$64.3K 0.01%
1,525
+276
647
$63.9K 0.01%
2,615
+2,383
648
$63.8K 0.01%
1,042
+90
649
$63.8K 0.01%
639
+449
650
$63.7K 0.01%
184
+182
24 25
26
27 28