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
726
$18K 0.01%
+295
727
$18K 0.01%
+276
728
$18K 0.01%
+136
729
$18K 0.01%
+138
730
$18K 0.01%
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731
$18K 0.01%
+302
732
$18K 0.01%
+356
733
$18K 0.01%
+299
734
$18K 0.01%
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735
$18K 0.01%
+157
736
$18K 0.01%
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737
$18K 0.01%
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738
$18K 0.01%
+1,267
739
$18K 0.01%
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740
$17K ﹤0.01%
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741
$17K ﹤0.01%
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742
$17K ﹤0.01%
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743
$17K ﹤0.01%
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744
$17K ﹤0.01%
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745
$17K ﹤0.01%
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746
$17K ﹤0.01%
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747
$17K ﹤0.01%
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748
$17K ﹤0.01%
+391
749
$17K ﹤0.01%
+616
750
$17K ﹤0.01%
+4,152
28 29
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