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
1101
$17.7K ﹤0.01%
107
+71
1102
$17.6K ﹤0.01%
661
-111
1103
$17.5K ﹤0.01%
+400
1104
$17.4K ﹤0.01%
261
1105
$17.3K ﹤0.01%
1,294
-313
1106
$17.3K ﹤0.01%
734
-861
1107
$17.2K ﹤0.01%
215
-621
1108
$17.2K ﹤0.01%
89
-17
1109
$17.1K ﹤0.01%
+440
1110
$17.1K ﹤0.01%
210
-130
1111
$17.1K ﹤0.01%
820
+158
1112
$17K ﹤0.01%
363
-115
1113
$17K ﹤0.01%
279
-102
1114
$17K ﹤0.01%
+1,650
1115
$16.9K ﹤0.01%
530
+42
1116
$16.9K ﹤0.01%
475
1117
$16.8K ﹤0.01%
116
+89
1118
$16.8K ﹤0.01%
139
1119
$16.7K ﹤0.01%
+1,811
1120
$16.7K ﹤0.01%
+325
1121
$16.6K ﹤0.01%
464
1122
$16.5K ﹤0.01%
196
1123
$16.5K ﹤0.01%
257
-127
1124
$16.5K ﹤0.01%
156
+148
1125
$16.5K ﹤0.01%
205
-239
43 44
45
46 47