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
76
$2.02M 0.31%
44,125
+2,933
77
$1.92M 0.29%
36,143
+4,443
78
$1.87M 0.28%
79,810
+8,980
79
$1.87M 0.28%
22,034
-2,364
80
$1.85M 0.28%
10,655
+10,125
81
$1.8M 0.27%
28,641
+6,807
82
$1.75M 0.26%
71,062
+42,756
83
$1.72M 0.26%
3,244
-342
84
$1.71M 0.26%
26,014
-3,635
85
$1.69M 0.26%
15,351
+9,021
86
$1.66M 0.25%
35,145
+5,271
87
$1.65M 0.25%
31,539
+24,745
88
$1.62M 0.24%
+32,350
89
$1.61M 0.24%
53,687
+756
90
$1.54M 0.23%
33,663
-874
91
$1.49M 0.23%
32,003
+31,816
92
$1.44M 0.22%
13,077
+2,956
93
$1.4M 0.21%
11,631
+4,331
94
$1.33M 0.2%
12,803
+4,026
95
$1.33M 0.2%
15,153
+14,860
96
$1.31M 0.2%
55,064
+5,890
97
$1.3M 0.2%
25,349
+3,343
98
$1.27M 0.19%
21,977
-1,765
99
$1.27M 0.19%
3,471
-208
100
$1.27M 0.19%
24,742
-101
2 3
4
5 6