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
751
$51.7K 0.01%
1,536
+807
752
$51.7K 0.01%
4,229
+3,350
753
$51.6K 0.01%
1,470
+1,462
754
$51.5K 0.01%
311
755
$51.2K 0.01%
789
+621
756
$51.2K 0.01%
514
-942
757
$50.7K 0.01%
797
+422
758
$50.4K 0.01%
1,702
-876
759
$50.3K 0.01%
354
-48
760
$50.2K 0.01%
142
-159
761
$50.2K 0.01%
+165
762
$50.1K 0.01%
366
763
$50.1K 0.01%
3,195
+306
764
$49.7K 0.01%
1,474
+611
765
$49.6K 0.01%
909
-609
766
$49.6K 0.01%
311
-14
767
$49.5K 0.01%
412
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768
$49.5K 0.01%
395
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769
$49.4K 0.01%
+1,050
770
$49.4K 0.01%
10,827
+10,619
771
$49.2K 0.01%
+818
772
$49.2K 0.01%
1,007
+905
773
$48.8K 0.01%
995
+822
774
$48.3K 0.01%
276
-84
775
$48.3K 0.01%
987
-345
29 30
31
32 33