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
826
$41.8K 0.01%
4,783
827
$41.8K 0.01%
919
+8
828
$41.6K 0.01%
630
+129
829
$41.5K 0.01%
725
+17
830
$41.5K 0.01%
10,000
831
$41.5K 0.01%
446
+4
832
$40.9K 0.01%
1,029
+359
833
$40.9K 0.01%
4,045
+3,331
834
$40.9K 0.01%
589
+67
835
$40.8K 0.01%
272
+119
836
$40.6K 0.01%
859
-30
837
$40.4K 0.01%
685
+275
838
$40.3K 0.01%
3,576
+2,990
839
$40.2K 0.01%
646
840
$40.1K 0.01%
1,044
-1,165
841
$40K 0.01%
1,217
-3,975
842
$39.9K 0.01%
+521
843
$39.7K 0.01%
576
-1,029
844
$39.7K 0.01%
707
-575
845
$39.7K 0.01%
+666
846
$39.6K 0.01%
+5,169
847
$39.4K 0.01%
+1,358
848
$39.4K 0.01%
390
+347
849
$39.2K 0.01%
199
+78
850
$39.2K 0.01%
517
-116
32 33
34
35 36