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
1151
$15.7K ﹤0.01%
658
1152
$15.7K ﹤0.01%
1,925
+325
1153
$15.6K ﹤0.01%
329
+238
1154
$15.6K ﹤0.01%
143
1155
$15.5K ﹤0.01%
+1,200
1156
$15.5K ﹤0.01%
+265
1157
$15.4K ﹤0.01%
738
1158
$15.4K ﹤0.01%
+4,344
1159
$15.4K ﹤0.01%
3,564
+1,615
1160
$15.3K ﹤0.01%
+372
1161
$15.3K ﹤0.01%
1,187
+819
1162
$15.3K ﹤0.01%
+3,945
1163
$15.3K ﹤0.01%
+325
1164
$15.3K ﹤0.01%
88
1165
$15.2K ﹤0.01%
143
1166
$15.2K ﹤0.01%
+133
1167
$15.2K ﹤0.01%
139
+5
1168
$15.1K ﹤0.01%
1,263
+1
1169
$15.1K ﹤0.01%
6,881
-7,145
1170
$15.1K ﹤0.01%
1,880
-2,818
1171
$15K ﹤0.01%
422
+222
1172
$15K ﹤0.01%
71
+59
1173
$15K ﹤0.01%
+790
1174
$14.9K ﹤0.01%
192
1175
$14.9K ﹤0.01%
491