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
726
$55.4K 0.01%
+713
727
$55.1K 0.01%
1,921
+333
728
$55K 0.01%
1,009
+425
729
$54.8K 0.01%
751
+528
730
$54.8K 0.01%
438
-145
731
$54.5K 0.01%
548
+301
732
$54.3K 0.01%
2,362
+1,539
733
$54.3K 0.01%
+3,960
734
$54.1K 0.01%
853
-592
735
$53.9K 0.01%
+1,240
736
$53.8K 0.01%
1,055
-110
737
$53.6K 0.01%
124
-48
738
$53.3K 0.01%
190
-851
739
$53.3K 0.01%
472
-48
740
$53.3K 0.01%
725
+556
741
$53K 0.01%
8,136
+699
742
$52.8K 0.01%
425
+141
743
$52.7K 0.01%
621
744
$52.5K 0.01%
1,068
+321
745
$52.3K 0.01%
2,008
746
$52.2K 0.01%
3,547
+500
747
$52.1K 0.01%
1,746
+1,645
748
$52K 0.01%
1,211
-1,000
749
$52K 0.01%
1,029
+663
750
$51.9K 0.01%
5,475
+2,809
28 29
30
31 32