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
901
$12K ﹤0.01%
+139
902
$12K ﹤0.01%
+630
903
$12K ﹤0.01%
+97
904
$12K ﹤0.01%
+300
905
$12K ﹤0.01%
+105
906
$12K ﹤0.01%
+1,809
907
$12K ﹤0.01%
+88
908
$12K ﹤0.01%
+231
909
$12K ﹤0.01%
+144
910
$12K ﹤0.01%
+158
911
$12K ﹤0.01%
+168
912
$12K ﹤0.01%
+556
913
$12K ﹤0.01%
+227
914
$11K ﹤0.01%
+196
915
$11K ﹤0.01%
+847
916
$11K ﹤0.01%
+512
917
$11K ﹤0.01%
+251
918
$11K ﹤0.01%
+260
919
$11K ﹤0.01%
+69
920
$11K ﹤0.01%
+56
921
$11K ﹤0.01%
+90
922
$11K ﹤0.01%
+498
923
$11K ﹤0.01%
+14
924
$11K ﹤0.01%
+277
925
$11K ﹤0.01%
+498
35 36
37
38 39