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
776
$48.2K 0.01%
205
+147
777
$48.2K 0.01%
574
778
$48.2K 0.01%
+283
779
$48.2K 0.01%
304
-219
780
$47.9K 0.01%
3,210
+2,640
781
$47.9K 0.01%
809
+793
782
$47.8K 0.01%
743
-44
783
$47.6K 0.01%
9,113
+6,861
784
$47.5K 0.01%
2,008
+1,032
785
$47.3K 0.01%
346
-225
786
$46.8K 0.01%
+1,302
787
$46.7K 0.01%
+1,084
788
$46.5K 0.01%
+16,500
789
$46.4K 0.01%
1,660
+1,544
790
$46.4K 0.01%
442
791
$46.2K 0.01%
1,441
+1,380
792
$46K 0.01%
+3,068
793
$45.9K 0.01%
987
-293
794
$45.4K 0.01%
1,365
-7,622
795
$45.3K 0.01%
378
-98
796
$45.1K 0.01%
414
-319
797
$45.1K 0.01%
3,200
+627
798
$45.1K 0.01%
571
+471
799
$45.1K 0.01%
+7,716
800
$44.8K 0.01%
250
+215
30 31
32
33 34