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
101
$1.26M 0.19%
58,480
-1,984
102
$1.21M 0.18%
7,976
+1,743
103
$1.19M 0.18%
2,678
+2,494
104
$1.18M 0.18%
9,141
-2,750
105
$1.17M 0.18%
18,268
+889
106
$1.15M 0.17%
27,712
+2,626
107
$1.15M 0.17%
7,568
+5,059
108
$1.15M 0.17%
19,260
+1,542
109
$1.13M 0.17%
50,530
+6,224
110
$1.11M 0.17%
2,422
+86
111
$1.1M 0.17%
6,120
+235
112
$1.1M 0.17%
15,746
+6,572
113
$1.09M 0.17%
3,245
+1,595
114
$1.08M 0.16%
14,704
+14,679
115
$1.07M 0.16%
6,615
+1,420
116
$1.04M 0.16%
14,526
+1,534
117
$1.02M 0.15%
33,866
+963
118
$1M 0.15%
9,249
+2,135
119
$975K 0.15%
2,803
-2,208
120
$970K 0.15%
10,411
-2,663
121
$958K 0.15%
19,810
+2,020
122
$944K 0.14%
15,353
+2,030
123
$938K 0.14%
11,035
-5,163
124
$914K 0.14%
20,333
+2,763
125
$909K 0.14%
40,024
+26,712
3 4
5
6 7