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
876
$12K ﹤0.01%
+273
877
$12K ﹤0.01%
+2,129
878
$12K ﹤0.01%
+154
879
$12K ﹤0.01%
+421
880
$12K ﹤0.01%
+746
881
$12K ﹤0.01%
+380
882
$12K ﹤0.01%
+4,641
883
$12K ﹤0.01%
+54
884
$12K ﹤0.01%
+319
885
$12K ﹤0.01%
+129
886
$12K ﹤0.01%
+427
887
$12K ﹤0.01%
+200
888
$12K ﹤0.01%
+51
889
$12K ﹤0.01%
+355
890
$12K ﹤0.01%
+62
891
$12K ﹤0.01%
+305
892
$12K ﹤0.01%
+336
893
$12K ﹤0.01%
+417
894
$12K ﹤0.01%
+224
895
$12K ﹤0.01%
+50
896
$12K ﹤0.01%
+168
897
$12K ﹤0.01%
+338
898
$12K ﹤0.01%
+44
899
$12K ﹤0.01%
+502
900
$12K ﹤0.01%
+425
34 35
36
37 38