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
101
$623K 0.17%
+1,652
102
$610K 0.17%
+2,474
103
$606K 0.17%
+3,315
104
$604K 0.17%
+12,586
105
$598K 0.17%
+11,968
106
$590K 0.17%
+9,653
107
$557K 0.16%
+2,479
108
$551K 0.15%
+1,804
109
$548K 0.15%
+967
110
$539K 0.15%
+2,224
111
$528K 0.15%
+4,498
112
$519K 0.15%
+1,340
113
$511K 0.14%
+2,935
114
$509K 0.14%
+3,109
115
$507K 0.14%
+9,567
116
$507K 0.14%
+8,585
117
$494K 0.14%
+3,133
118
$491K 0.14%
+1,350
119
$490K 0.14%
+2,823
120
$484K 0.14%
+789
121
$481K 0.13%
+22,091
122
$474K 0.13%
+2,946
123
$468K 0.13%
+3,464
124
$462K 0.13%
+2,704
125
$460K 0.13%
+1,778
3 4
5
6 7