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
1226
$5K ﹤0.01%
+21
1227
$5K ﹤0.01%
+100
1228
$5K ﹤0.01%
+520
1229
$5K ﹤0.01%
+64
1230
$5K ﹤0.01%
+91
1231
$5K ﹤0.01%
+294
1232
$5K ﹤0.01%
+67
1233
$5K ﹤0.01%
+89
1234
$5K ﹤0.01%
+795
1235
$5K ﹤0.01%
+66
1236
$5K ﹤0.01%
+285
1237
$5K ﹤0.01%
+13
1238
$5K ﹤0.01%
+58
1239
$5K ﹤0.01%
+22
1240
$5K ﹤0.01%
+632
1241
$5K ﹤0.01%
+188
1242
$5K ﹤0.01%
+89
1243
$5K ﹤0.01%
+320
1244
$5K ﹤0.01%
+83
1245
$5K ﹤0.01%
+215
1246
$5K ﹤0.01%
+35
1247
$5K ﹤0.01%
+216
1248
$5K ﹤0.01%
+153
1249
$5K ﹤0.01%
+190
1250
$5K ﹤0.01%
+400