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
1101
$7K ﹤0.01%
+225
1102
$7K ﹤0.01%
+1,465
1103
$7K ﹤0.01%
+278
1104
$7K ﹤0.01%
+720
1105
$7K ﹤0.01%
+625
1106
$7K ﹤0.01%
+41
1107
$7K ﹤0.01%
+101
1108
$7K ﹤0.01%
+218
1109
$7K ﹤0.01%
+99
1110
$7K ﹤0.01%
+275
1111
$7K ﹤0.01%
+246
1112
$7K ﹤0.01%
+250
1113
$7K ﹤0.01%
+33
1114
$7K ﹤0.01%
+93
1115
$7K ﹤0.01%
+138
1116
$7K ﹤0.01%
+327
1117
$7K ﹤0.01%
+172
1118
$7K ﹤0.01%
+511
1119
$7K ﹤0.01%
+146
1120
$7K ﹤0.01%
+14
1121
$7K ﹤0.01%
+139
1122
$7K ﹤0.01%
+59
1123
$7K ﹤0.01%
+300
1124
$7K ﹤0.01%
+59
1125
$7K ﹤0.01%
+87