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
776
$16K ﹤0.01%
+980
777
$16K ﹤0.01%
+38
778
$16K ﹤0.01%
+417
779
$16K ﹤0.01%
+223
780
$16K ﹤0.01%
+174
781
$16K ﹤0.01%
+478
782
$16K ﹤0.01%
+127
783
$16K ﹤0.01%
+459
784
$16K ﹤0.01%
+250
785
$16K ﹤0.01%
+855
786
$16K ﹤0.01%
+64
787
$16K ﹤0.01%
+97
788
$16K ﹤0.01%
+318
789
$15K ﹤0.01%
+81
790
$15K ﹤0.01%
+285
791
$15K ﹤0.01%
+204
792
$15K ﹤0.01%
+322
793
$15K ﹤0.01%
+103
794
$15K ﹤0.01%
+195
795
$15K ﹤0.01%
+208
796
$15K ﹤0.01%
+80
797
$15K ﹤0.01%
+327
798
$15K ﹤0.01%
+908
799
$15K ﹤0.01%
+152
800
$15K ﹤0.01%
+510
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