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
951
$10K ﹤0.01%
+1,250
952
$10K ﹤0.01%
+185
953
$10K ﹤0.01%
+229
954
$10K ﹤0.01%
+443
955
$10K ﹤0.01%
+922
956
$10K ﹤0.01%
+94
957
$10K ﹤0.01%
+1,490
958
$10K ﹤0.01%
+111
959
$10K ﹤0.01%
+163
960
$10K ﹤0.01%
+437
961
$10K ﹤0.01%
+339
962
$10K ﹤0.01%
+124
963
$10K ﹤0.01%
+157
964
$10K ﹤0.01%
+171
965
$10K ﹤0.01%
+700
966
$10K ﹤0.01%
+384
967
$10K ﹤0.01%
+87
968
$10K ﹤0.01%
+240
969
$10K ﹤0.01%
+99
970
$10K ﹤0.01%
+95
971
$10K ﹤0.01%
+608
972
$10K ﹤0.01%
+18
973
$10K ﹤0.01%
+215
974
$10K ﹤0.01%
+862
975
$10K ﹤0.01%
+19
37 38
39
40 41