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
1076
$19.6K ﹤0.01%
+1,500
1077
$19.5K ﹤0.01%
5,212
+2,629
1078
$19.4K ﹤0.01%
396
-1,391
1079
$19.3K ﹤0.01%
1,102
1080
$19.2K ﹤0.01%
766
-528
1081
$19.1K ﹤0.01%
919
+884
1082
$19K ﹤0.01%
1,835
-155
1083
$18.9K ﹤0.01%
207
-142
1084
$18.7K ﹤0.01%
359
+162
1085
$18.6K ﹤0.01%
+963
1086
$18.6K ﹤0.01%
532
-288
1087
$18.6K ﹤0.01%
+1,085
1088
$18.6K ﹤0.01%
222
-2
1089
$18.3K ﹤0.01%
241
+30
1090
$18.3K ﹤0.01%
2,106
1091
$18.3K ﹤0.01%
+1,465
1092
$18.1K ﹤0.01%
2,038
1093
$18.1K ﹤0.01%
366
-255
1094
$18.1K ﹤0.01%
701
-2,346
1095
$18.1K ﹤0.01%
242
-2
1096
$18K ﹤0.01%
+1,480
1097
$18K ﹤0.01%
870
-292
1098
$17.9K ﹤0.01%
1,800
+1,100
1099
$17.9K ﹤0.01%
2,906
+743
1100
$17.8K ﹤0.01%
212
-67
42 43
44
45 46