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
976
$10K ﹤0.01%
+755
977
$10K ﹤0.01%
+201
978
$10K ﹤0.01%
+673
979
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+30
980
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+340
981
$10K ﹤0.01%
+282
982
$10K ﹤0.01%
+500
983
$10K ﹤0.01%
+234
984
$10K ﹤0.01%
+52
985
$9K ﹤0.01%
+362
986
$9K ﹤0.01%
+67
987
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+55
988
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+207
989
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+65
990
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+184
991
$9K ﹤0.01%
+386
992
$9K ﹤0.01%
+371
993
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+223
994
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+95
995
$9K ﹤0.01%
+81
996
$9K ﹤0.01%
+81
997
$9K ﹤0.01%
+2,271
998
$9K ﹤0.01%
+574
999
$9K ﹤0.01%
+51
1000
$9K ﹤0.01%
+73
38 39
40
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