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
951
$29.5K ﹤0.01%
1,205
-405
952
$29.3K ﹤0.01%
212
+15
953
$29.3K ﹤0.01%
1,149
954
$29.2K ﹤0.01%
+800
955
$29K ﹤0.01%
772
-2,285
956
$29K ﹤0.01%
331
-16
957
$28.9K ﹤0.01%
404
958
$28.7K ﹤0.01%
4,247
+3,776
959
$28.4K ﹤0.01%
+262
960
$28.4K ﹤0.01%
1,032
-6
961
$28.2K ﹤0.01%
485
+370
962
$28.2K ﹤0.01%
+374
963
$28.2K ﹤0.01%
322
964
$28.2K ﹤0.01%
2,824
+2,616
965
$28K ﹤0.01%
388
-162
966
$28K ﹤0.01%
+2,750
967
$27.7K ﹤0.01%
1,542
-61
968
$27.7K ﹤0.01%
6
+2
969
$27.5K ﹤0.01%
895
+304
970
$27.3K ﹤0.01%
416
971
$27.3K ﹤0.01%
+794
972
$27.2K ﹤0.01%
435
973
$27.2K ﹤0.01%
501
974
$26.8K ﹤0.01%
1,267
975
$26.8K ﹤0.01%
908
37 38
39
40 41