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
1001
$24.6K ﹤0.01%
1,078
+482
1002
$24.6K ﹤0.01%
1,533
-14,960
1003
$24.4K ﹤0.01%
382
+28
1004
$24.3K ﹤0.01%
594
1005
$24.1K ﹤0.01%
340
-1,376
1006
$24.1K ﹤0.01%
+200
1007
$24.1K ﹤0.01%
239
1008
$24.1K ﹤0.01%
510
-493
1009
$24K ﹤0.01%
474
+400
1010
$24K ﹤0.01%
+335
1011
$23.9K ﹤0.01%
749
+97
1012
$23.7K ﹤0.01%
693
-5,549
1013
$23.7K ﹤0.01%
699
1014
$23.7K ﹤0.01%
3,533
-408
1015
$23.6K ﹤0.01%
505
+192
1016
$23.3K ﹤0.01%
2,071
+351
1017
$23.1K ﹤0.01%
396
+121
1018
$23.1K ﹤0.01%
376
+187
1019
$23K ﹤0.01%
1,093
-164
1020
$23K ﹤0.01%
8,097
-2,953
1021
$22.9K ﹤0.01%
752
-28
1022
$22.8K ﹤0.01%
+1,326
1023
$22.7K ﹤0.01%
846
+187
1024
$22.7K ﹤0.01%
778
+128
1025
$22.7K ﹤0.01%
81
-10
39 40
41
42 43