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
$357M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,787
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$18.4M
3
+$15.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$14M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.98%
2 Financials 5.06%
3 Consumer Discretionary 3.91%
4 Industrials 3.36%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.33%
+16,905
52
$1.18M 0.33%
+20,929
53
$1.14M 0.32%
+5,277
54
$1.12M 0.31%
+6,535
55
$1.12M 0.31%
+22,529
56
$1.11M 0.31%
+14,247
57
$1.1M 0.31%
+2,317
58
$1.05M 0.3%
+9,818
59
$1.04M 0.29%
+7,783
60
$1M 0.28%
+11,436
61
$986K 0.28%
+6,028
62
$985K 0.28%
+5,226
63
$983K 0.28%
+37,639
64
$965K 0.27%
+7,497
65
$959K 0.27%
+15,147
66
$918K 0.26%
+3,645
67
$867K 0.24%
+13,643
68
$858K 0.24%
+11,041
69
$851K 0.24%
+14,028
70
$851K 0.24%
+2,418
71
$802K 0.22%
+7,158
72
$792K 0.22%
+1,330
73
$780K 0.22%
+7,581
74
$771K 0.22%
+8,430
75
$766K 0.21%
+1,525
1 2
3
4 5