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
1201
$6K ﹤0.01%
+242
1202
$6K ﹤0.01%
+17
1203
$6K ﹤0.01%
+1
1204
$6K ﹤0.01%
+386
1205
$6K ﹤0.01%
+107
1206
$6K ﹤0.01%
+156
1207
$6K ﹤0.01%
+80
1208
$6K ﹤0.01%
+216
1209
$6K ﹤0.01%
+165
1210
$6K ﹤0.01%
+44
1211
$6K ﹤0.01%
+735
1212
$6K ﹤0.01%
+156
1213
$6K ﹤0.01%
+251
1214
$6K ﹤0.01%
+201
1215
$6K ﹤0.01%
+340
1216
$6K ﹤0.01%
+55
1217
$6K ﹤0.01%
+431
1218
$6K ﹤0.01%
+20
1219
$6K ﹤0.01%
+38
1220
$6K ﹤0.01%
+51
1221
$6K ﹤0.01%
+219
1222
$6K ﹤0.01%
+244
1223
$5K ﹤0.01%
+29
1224
$5K ﹤0.01%
+984
1225
$5K ﹤0.01%
+99