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
876
$36.3K 0.01%
960
+897
877
$36.3K 0.01%
1,666
-5,565
878
$36.1K 0.01%
+875
879
$36.1K 0.01%
157
+104
880
$36.1K 0.01%
3,245
+1,704
881
$36.1K 0.01%
682
-158
882
$36K 0.01%
2,107
+303
883
$36K 0.01%
547
-1,471
884
$35.9K 0.01%
1,717
-53
885
$35.7K 0.01%
284
-106
886
$35.7K 0.01%
234
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887
$35.6K 0.01%
780
-1,425
888
$35.6K 0.01%
+762
889
$35.5K 0.01%
+350
890
$35.4K 0.01%
216
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891
$35.1K 0.01%
371
892
$35.1K 0.01%
1,118
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893
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1,164
-4,943
894
$34.9K 0.01%
1,006
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895
$34.7K 0.01%
691
+241
896
$34.5K 0.01%
2,048
+1,792
897
$34.5K 0.01%
1,631
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898
$34.5K 0.01%
592
-649
899
$34.5K 0.01%
3,855
+3,395
900
$34.4K 0.01%
914
34 35
36
37 38