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
1026
$9K ﹤0.01%
+194
1027
$9K ﹤0.01%
+578
1028
$9K ﹤0.01%
+121
1029
$9K ﹤0.01%
+213
1030
$9K ﹤0.01%
+34
1031
$9K ﹤0.01%
+266
1032
$9K ﹤0.01%
+68
1033
$8K ﹤0.01%
+558
1034
$8K ﹤0.01%
+105
1035
$8K ﹤0.01%
+282
1036
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+85
1037
$8K ﹤0.01%
+375
1038
$8K ﹤0.01%
+446
1039
$8K ﹤0.01%
+1,322
1040
$8K ﹤0.01%
+1,683
1041
$8K ﹤0.01%
+3,034
1042
$8K ﹤0.01%
+85
1043
$8K ﹤0.01%
+87
1044
$8K ﹤0.01%
+1,028
1045
$8K ﹤0.01%
+267
1046
$8K ﹤0.01%
+1,047
1047
$8K ﹤0.01%
+258
1048
$8K ﹤0.01%
+34
1049
$8K ﹤0.01%
+178
1050
$8K ﹤0.01%
+27