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
801
$44.8K 0.01%
445
+337
802
$44.8K 0.01%
+1,465
803
$44.7K 0.01%
976
+3
804
$44.7K 0.01%
1,527
+19
805
$44.4K 0.01%
+2,118
806
$44.4K 0.01%
3,492
+3,452
807
$44.1K 0.01%
562
-212
808
$43.9K 0.01%
239
809
$43.9K 0.01%
1,057
+827
810
$43.8K 0.01%
676
+315
811
$43.6K 0.01%
1,476
-1,700
812
$43.5K 0.01%
2,579
+1,922
813
$43.3K 0.01%
1,360
814
$43.1K 0.01%
4,462
+3,816
815
$43K 0.01%
501
+9
816
$42.9K 0.01%
824
-275
817
$42.8K 0.01%
339
+157
818
$42.6K 0.01%
314
819
$42.5K 0.01%
783
-2,048
820
$42.5K 0.01%
+256
821
$42.4K 0.01%
+621
822
$42.4K 0.01%
2,010
+1,895
823
$42.1K 0.01%
+532
824
$42K 0.01%
+1,511
825
$42K 0.01%
1,242
-145
31 32
33
34 35