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
1201
$13.8K ﹤0.01%
270
1202
$13.8K ﹤0.01%
319
1203
$13.8K ﹤0.01%
443
-985
1204
$13.7K ﹤0.01%
60
-5
1205
$13.7K ﹤0.01%
134
-17
1206
$13.7K ﹤0.01%
743
+564
1207
$13.7K ﹤0.01%
145
+96
1208
$13.7K ﹤0.01%
293
-33
1209
$13.7K ﹤0.01%
+450
1210
$13.6K ﹤0.01%
856
-462
1211
$13.6K ﹤0.01%
+1,800
1212
$13.6K ﹤0.01%
298
1213
$13.5K ﹤0.01%
759
+249
1214
$13.5K ﹤0.01%
220
1215
$13.5K ﹤0.01%
403
+219
1216
$13.5K ﹤0.01%
+885
1217
$13.5K ﹤0.01%
1,341
+1,095
1218
$13.4K ﹤0.01%
+450
1219
$13.3K ﹤0.01%
1,158
+1,075
1220
$13.3K ﹤0.01%
384
1221
$13.3K ﹤0.01%
+150
1222
$13.3K ﹤0.01%
130
+8
1223
$13.3K ﹤0.01%
342
1224
$13.2K ﹤0.01%
480
1225
$13.2K ﹤0.01%
290
+224
47 48
49
50 51