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
851
$39.2K 0.01%
1,071
-678
852
$39.2K 0.01%
868
+100
853
$39.1K 0.01%
+2,056
854
$39K 0.01%
4,233
+4,000
855
$38.9K 0.01%
241
+128
856
$38.3K 0.01%
+208
857
$38.3K 0.01%
256
-42
858
$38.1K 0.01%
1,961
-36
859
$38.1K 0.01%
1,071
+635
860
$38K 0.01%
659
+102
861
$37.9K 0.01%
3,666
+2,351
862
$37.9K 0.01%
1,122
-1
863
$37.9K 0.01%
+3,770
864
$37.8K 0.01%
410
+362
865
$37.8K 0.01%
582
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866
$37.7K 0.01%
152
+58
867
$37.4K 0.01%
1,782
+206
868
$37.3K 0.01%
820
-128
869
$37.3K 0.01%
+657
870
$37.3K 0.01%
448
-325
871
$37.1K 0.01%
1,129
+190
872
$37.1K 0.01%
173
+76
873
$36.9K 0.01%
253
+131
874
$36.6K 0.01%
521
+446
875
$36.5K 0.01%
+640
33 34
35
36 37