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
926
$11K ﹤0.01%
+155
927
$11K ﹤0.01%
+319
928
$11K ﹤0.01%
+169
929
$11K ﹤0.01%
+600
930
$11K ﹤0.01%
+600
931
$11K ﹤0.01%
+36
932
$11K ﹤0.01%
+440
933
$11K ﹤0.01%
+46
934
$11K ﹤0.01%
+134
935
$11K ﹤0.01%
+110
936
$11K ﹤0.01%
+846
937
$11K ﹤0.01%
+413
938
$11K ﹤0.01%
+294
939
$11K ﹤0.01%
+338
940
$11K ﹤0.01%
+184
941
$11K ﹤0.01%
+314
942
$11K ﹤0.01%
+361
943
$11K ﹤0.01%
+432
944
$11K ﹤0.01%
+358
945
$11K ﹤0.01%
+52
946
$11K ﹤0.01%
+449
947
$11K ﹤0.01%
+357
948
$11K ﹤0.01%
+64
949
$11K ﹤0.01%
+3,723
950
$10K ﹤0.01%
+342
36 37
38
39 40