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
1226
$13.1K ﹤0.01%
649
-1,951
1227
$13.1K ﹤0.01%
144
-908
1228
$13.1K ﹤0.01%
+355
1229
$13K ﹤0.01%
191
+81
1230
$13K ﹤0.01%
148
-10
1231
$13K ﹤0.01%
851
+436
1232
$12.9K ﹤0.01%
796
+638
1233
$12.9K ﹤0.01%
70
+14
1234
$12.8K ﹤0.01%
38
-13
1235
$12.8K ﹤0.01%
+585
1236
$12.8K ﹤0.01%
+1,041
1237
$12.7K ﹤0.01%
1,000
1238
$12.7K ﹤0.01%
170
-6
1239
$12.7K ﹤0.01%
122
-13
1240
$12.7K ﹤0.01%
1,217
+395
1241
$12.7K ﹤0.01%
55
-8
1242
$12.6K ﹤0.01%
995
-50
1243
$12.6K ﹤0.01%
+155
1244
$12.6K ﹤0.01%
153
+54
1245
$12.6K ﹤0.01%
+93
1246
$12.6K ﹤0.01%
200
+61
1247
$12.6K ﹤0.01%
110
-410
1248
$12.5K ﹤0.01%
+467
1249
$12.5K ﹤0.01%
324
+75
1250
$12.5K ﹤0.01%
151
-42
48 49
50
51 52