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
701
$58.8K 0.01%
2,789
+1,302
702
$58.7K 0.01%
314
+7
703
$58.4K 0.01%
2,030
+1,087
704
$58.3K 0.01%
+681
705
$58.3K 0.01%
+388
706
$58K 0.01%
+50
707
$57.7K 0.01%
615
+151
708
$57.4K 0.01%
513
+499
709
$57.3K 0.01%
1,350
-2,086
710
$57.3K 0.01%
2,938
-1,155
711
$57.1K 0.01%
+970
712
$57.1K 0.01%
2,563
+20
713
$57.1K 0.01%
2,005
+1,884
714
$57K 0.01%
1,876
-2,590
715
$57K 0.01%
80
-54
716
$56.9K 0.01%
2,715
-313
717
$56.8K 0.01%
864
+452
718
$56.5K 0.01%
8,312
+8,186
719
$56.5K 0.01%
1,386
+507
720
$56.4K 0.01%
440
+236
721
$56.3K 0.01%
1,384
+1,362
722
$55.7K 0.01%
1,859
-175
723
$55.7K 0.01%
+3,434
724
$55.6K 0.01%
+6,791
725
$55.4K 0.01%
527
+13
27 28
29
30 31