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
826
$14K ﹤0.01%
+55
827
$14K ﹤0.01%
+162
828
$14K ﹤0.01%
+1,086
829
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+34
830
$14K ﹤0.01%
+270
831
$14K ﹤0.01%
+445
832
$14K ﹤0.01%
+90
833
$14K ﹤0.01%
+481
834
$14K ﹤0.01%
+780
835
$14K ﹤0.01%
+364
836
$14K ﹤0.01%
+1,410
837
$14K ﹤0.01%
+198
838
$13K ﹤0.01%
+224
839
$13K ﹤0.01%
+133
840
$13K ﹤0.01%
+24
841
$13K ﹤0.01%
+74
842
$13K ﹤0.01%
+344
843
$13K ﹤0.01%
+323
844
$13K ﹤0.01%
+600
845
$13K ﹤0.01%
+480
846
$13K ﹤0.01%
+20
847
$13K ﹤0.01%
+68
848
$13K ﹤0.01%
+421
849
$13K ﹤0.01%
+209
850
$13K ﹤0.01%
+70
32 33
34
35 36