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
676
$61.7K 0.01%
4,518
677
$61.7K 0.01%
642
+299
678
$61.7K 0.01%
3,191
+1,333
679
$61.4K 0.01%
996
+86
680
$61.1K 0.01%
1,606
+1,412
681
$61K 0.01%
509
-137
682
$61K 0.01%
1,170
-139
683
$60.9K 0.01%
1,702
+1,056
684
$60.9K 0.01%
1,221
-86
685
$60.8K 0.01%
429
-93
686
$60.8K 0.01%
2,203
-1,280
687
$60.8K 0.01%
+1,395
688
$60.7K 0.01%
6,139
+4,897
689
$60.6K 0.01%
323
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690
$60.4K 0.01%
572
-29
691
$60.2K 0.01%
1,473
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692
$60.2K 0.01%
579
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693
$60.1K 0.01%
582
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694
$60K 0.01%
+930
695
$59.8K 0.01%
2,121
-250
696
$59.6K 0.01%
20,213
+4,452
697
$59.6K 0.01%
1,877
+325
698
$59.5K 0.01%
354
+97
699
$59.2K 0.01%
770
+128
700
$59.1K 0.01%
437
+315
26 27
28
29 30