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
901
$34.3K 0.01%
5,394
+4,994
902
$34.3K 0.01%
1,902
+819
903
$34.2K 0.01%
+1,075
904
$34.1K 0.01%
+854
905
$33.8K 0.01%
1,625
+217
906
$33.8K 0.01%
+453
907
$33.7K 0.01%
235
+84
908
$33.5K 0.01%
428
-18
909
$33.5K 0.01%
578
-681
910
$33.5K 0.01%
+156
911
$33.4K 0.01%
102
-146
912
$33.4K 0.01%
1,161
+233
913
$33.3K 0.01%
3,424
+1,864
914
$33.3K 0.01%
242
+71
915
$33.3K 0.01%
264
916
$33.3K 0.01%
1,159
+174
917
$33.2K 0.01%
+4,028
918
$33.2K 0.01%
1,844
+1,027
919
$33K 0.01%
215
+200
920
$33K 0.01%
561
921
$32.9K 0.01%
+305
922
$32.9K 0.01%
+871
923
$32.8K 0.01%
+1,843
924
$32.7K ﹤0.01%
148
925
$32.6K ﹤0.01%
+1,250
35 36
37
38 39