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
751
$17K ﹤0.01%
+452
752
$17K ﹤0.01%
+490
753
$17K ﹤0.01%
+223
754
$17K ﹤0.01%
+120
755
$17K ﹤0.01%
+296
756
$17K ﹤0.01%
+931
757
$17K ﹤0.01%
+270
758
$17K ﹤0.01%
+270
759
$17K ﹤0.01%
+140
760
$17K ﹤0.01%
+183
761
$17K ﹤0.01%
+260
762
$17K ﹤0.01%
+451
763
$16K ﹤0.01%
+9
764
$16K ﹤0.01%
+688
765
$16K ﹤0.01%
+131
766
$16K ﹤0.01%
+265
767
$16K ﹤0.01%
+955
768
$16K ﹤0.01%
+229
769
$16K ﹤0.01%
+124
770
$16K ﹤0.01%
+140
771
$16K ﹤0.01%
+196
772
$16K ﹤0.01%
+318
773
$16K ﹤0.01%
+272
774
$16K ﹤0.01%
+68
775
$16K ﹤0.01%
+1,068
29 30
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