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
926
$32K ﹤0.01%
900
+296
927
$31.9K ﹤0.01%
95
+25
928
$31.9K ﹤0.01%
896
+542
929
$31.7K ﹤0.01%
1,038
-24,690
930
$31.5K ﹤0.01%
1,189
931
$31.5K ﹤0.01%
130
+38
932
$31.5K ﹤0.01%
394
-19
933
$31.5K ﹤0.01%
690
934
$31.5K ﹤0.01%
650
+21
935
$31.4K ﹤0.01%
373
+156
936
$31.4K ﹤0.01%
2,060
+240
937
$31.4K ﹤0.01%
4,912
+4,355
938
$31.3K ﹤0.01%
411
+231
939
$31.1K ﹤0.01%
454
-659
940
$31K ﹤0.01%
+1,037
941
$31K ﹤0.01%
340
+327
942
$30.6K ﹤0.01%
723
+673
943
$30.4K ﹤0.01%
536
944
$30K ﹤0.01%
4,160
+320
945
$30K ﹤0.01%
949
+825
946
$30K ﹤0.01%
2,292
+601
947
$29.9K ﹤0.01%
84
+26
948
$29.8K ﹤0.01%
+2,252
949
$29.7K ﹤0.01%
748
+24
950
$29.7K ﹤0.01%
576
+8
36 37
38
39 40