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
76
$758K 0.21%
+3,536
77
$749K 0.21%
+6,790
78
$733K 0.21%
+2,737
79
$731K 0.2%
+12,472
80
$728K 0.2%
+7,809
81
$728K 0.2%
+10,621
82
$724K 0.2%
+6,313
83
$722K 0.2%
+5,128
84
$722K 0.2%
+10,840
85
$716K 0.2%
+18,189
86
$712K 0.2%
+14,129
87
$712K 0.2%
+14,470
88
$699K 0.2%
+12,355
89
$697K 0.2%
+11,781
90
$692K 0.19%
+5,953
91
$689K 0.19%
+8,639
92
$678K 0.19%
+10,702
93
$674K 0.19%
+1,695
94
$673K 0.19%
+7,945
95
$667K 0.19%
+2,411
96
$666K 0.19%
+8,787
97
$662K 0.19%
+6,403
98
$651K 0.18%
+711
99
$641K 0.18%
+14,417
100
$634K 0.18%
+1,119
2 3
4
5 6