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
801
$15K ﹤0.01%
+166
802
$15K ﹤0.01%
+436
803
$15K ﹤0.01%
+245
804
$15K ﹤0.01%
+80
805
$15K ﹤0.01%
+294
806
$15K ﹤0.01%
+649
807
$15K ﹤0.01%
+145
808
$15K ﹤0.01%
+524
809
$15K ﹤0.01%
+86
810
$15K ﹤0.01%
+50
811
$15K ﹤0.01%
+137
812
$15K ﹤0.01%
+313
813
$14K ﹤0.01%
+244
814
$14K ﹤0.01%
+80
815
$14K ﹤0.01%
+343
816
$14K ﹤0.01%
+202
817
$14K ﹤0.01%
+142
818
$14K ﹤0.01%
+582
819
$14K ﹤0.01%
+77
820
$14K ﹤0.01%
+1,126
821
$14K ﹤0.01%
+101
822
$14K ﹤0.01%
+126
823
$14K ﹤0.01%
+430
824
$14K ﹤0.01%
+380
825
$14K ﹤0.01%
+378
31 32
33
34 35