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
976
$26.8K ﹤0.01%
260
-25
977
$26.7K ﹤0.01%
404
-47
978
$26.7K ﹤0.01%
355
-97
979
$26.6K ﹤0.01%
539
-222
980
$26.5K ﹤0.01%
574
-982
981
$26.3K ﹤0.01%
267
+9
982
$26.2K ﹤0.01%
220
983
$26.1K ﹤0.01%
+300
984
$26K ﹤0.01%
18
-17
985
$26K ﹤0.01%
791
-237
986
$25.9K ﹤0.01%
1,310
+1,170
987
$25.9K ﹤0.01%
1,036
+98
988
$25.5K ﹤0.01%
931
-317
989
$25.5K ﹤0.01%
623
990
$25.4K ﹤0.01%
+1,075
991
$25.2K ﹤0.01%
528
+500
992
$25.2K ﹤0.01%
+2,270
993
$24.9K ﹤0.01%
1,178
+801
994
$24.9K ﹤0.01%
+303
995
$24.9K ﹤0.01%
177
-77
996
$24.9K ﹤0.01%
+1,500
997
$24.9K ﹤0.01%
155
-401
998
$24.7K ﹤0.01%
141
-5
999
$24.6K ﹤0.01%
202
+46
1000
$24.6K ﹤0.01%
906
-333
38 39
40
41 42