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
1176
$14.9K ﹤0.01%
396
-11,989
1177
$14.8K ﹤0.01%
+150
1178
$14.8K ﹤0.01%
211
1179
$14.8K ﹤0.01%
360
-68
1180
$14.8K ﹤0.01%
94
+61
1181
$14.8K ﹤0.01%
+67
1182
$14.7K ﹤0.01%
59
-18
1183
$14.7K ﹤0.01%
644
1184
$14.6K ﹤0.01%
+207
1185
$14.6K ﹤0.01%
507
-3,556
1186
$14.6K ﹤0.01%
76
+72
1187
$14.5K ﹤0.01%
562
1188
$14.5K ﹤0.01%
+150
1189
$14.4K ﹤0.01%
252
+108
1190
$14.4K ﹤0.01%
102
+72
1191
$14.3K ﹤0.01%
+715
1192
$14.1K ﹤0.01%
+190
1193
$14.1K ﹤0.01%
374
+363
1194
$14.1K ﹤0.01%
+1,500
1195
$14.1K ﹤0.01%
365
1196
$14K ﹤0.01%
316
-6
1197
$14K ﹤0.01%
463
1198
$13.9K ﹤0.01%
131
1199
$13.9K ﹤0.01%
1,907
+216
1200
$13.9K ﹤0.01%
1,064
-216
46 47
48
49 50