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
51
$3.37M 0.51%
123,937
+58,128
52
$3.34M 0.51%
39,795
+7,067
53
$3.26M 0.49%
18,472
+7,538
54
$3.19M 0.48%
105,057
+24
55
$3.12M 0.47%
18,128
-32
56
$3.02M 0.46%
8,793
+3,865
57
$2.96M 0.45%
36,002
+35,918
58
$2.89M 0.44%
7,522
+466
59
$2.89M 0.44%
38,859
+14,668
60
$2.69M 0.41%
16,938
-38
61
$2.68M 0.41%
+222,217
62
$2.65M 0.4%
34,163
-90
63
$2.61M 0.4%
36,066
+13,411
64
$2.53M 0.38%
54,680
+31,991
65
$2.53M 0.38%
40,721
+1,220
66
$2.51M 0.38%
57,067
67
$2.45M 0.37%
16,470
+15,779
68
$2.43M 0.37%
28,191
+10,672
69
$2.37M 0.36%
34,337
-41
70
$2.31M 0.35%
76,670
+76,597
71
$2.29M 0.35%
11,041
+2,651
72
$2.26M 0.34%
47,768
+15,118
73
$2.26M 0.34%
55,133
+426
74
$2.16M 0.33%
5,636
+3,038
75
$2.13M 0.32%
38,548
+17,391
1 2
3
4 5