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
851
$13K ﹤0.01%
+613
852
$13K ﹤0.01%
+319
853
$13K ﹤0.01%
+167
854
$13K ﹤0.01%
+386
855
$13K ﹤0.01%
+844
856
$13K ﹤0.01%
+1,189
857
$13K ﹤0.01%
+712
858
$13K ﹤0.01%
+3,550
859
$13K ﹤0.01%
+128
860
$13K ﹤0.01%
+1,350
861
$13K ﹤0.01%
+49
862
$13K ﹤0.01%
+434
863
$13K ﹤0.01%
+151
864
$13K ﹤0.01%
+33
865
$13K ﹤0.01%
+742
866
$13K ﹤0.01%
+490
867
$13K ﹤0.01%
+247
868
$13K ﹤0.01%
+1,625
869
$13K ﹤0.01%
+261
870
$13K ﹤0.01%
+658
871
$13K ﹤0.01%
+241
872
$13K ﹤0.01%
+324
873
$13K ﹤0.01%
+550
874
$13K ﹤0.01%
+2,652
875
$13K ﹤0.01%
+272
33 34
35
36 37