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
651
$63.7K 0.01%
828
-1,176
652
$63.6K 0.01%
5,524
-2,693
653
$63.6K 0.01%
14,471
-160
654
$63.5K 0.01%
1,003
-10
655
$63.4K 0.01%
+1,740
656
$63.3K 0.01%
2,623
-1,533
657
$63.3K 0.01%
81
658
$63.2K 0.01%
1,692
+777
659
$63.1K 0.01%
557
660
$63K 0.01%
226
+169
661
$63K 0.01%
1,100
-18
662
$62.9K 0.01%
1,397
+1,391
663
$62.8K 0.01%
7,690
+7,593
664
$62.7K 0.01%
373
+10
665
$62.6K 0.01%
1,073
+228
666
$62.6K 0.01%
732
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667
$62.5K 0.01%
1,467
-524
668
$62.5K 0.01%
381
+350
669
$62.4K 0.01%
2,546
+10
670
$62.3K 0.01%
269
+125
671
$62.2K 0.01%
1,242
-683
672
$62K 0.01%
+7,550
673
$61.9K 0.01%
971
+239
674
$61.9K 0.01%
1,982
675
$61.8K 0.01%
3,372
-664
25 26
27
28 29