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
1001
$9K ﹤0.01%
+72
1002
$9K ﹤0.01%
+271
1003
$9K ﹤0.01%
+215
1004
$9K ﹤0.01%
+71
1005
$9K ﹤0.01%
+180
1006
$9K ﹤0.01%
+127
1007
$9K ﹤0.01%
+125
1008
$9K ﹤0.01%
+292
1009
$9K ﹤0.01%
+207
1010
$9K ﹤0.01%
+466
1011
$9K ﹤0.01%
+345
1012
$9K ﹤0.01%
+5,312
1013
$9K ﹤0.01%
+92
1014
$9K ﹤0.01%
+283
1015
$9K ﹤0.01%
+126
1016
$9K ﹤0.01%
+225
1017
$9K ﹤0.01%
+54
1018
$9K ﹤0.01%
+71
1019
$9K ﹤0.01%
+2,038
1020
$9K ﹤0.01%
+458
1021
$9K ﹤0.01%
+43
1022
$9K ﹤0.01%
+27
1023
$9K ﹤0.01%
+435
1024
$9K ﹤0.01%
+157
1025
$9K ﹤0.01%
+244