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
1251
$12.5K ﹤0.01%
33
-7
1252
$12.5K ﹤0.01%
+114
1253
$12.4K ﹤0.01%
770
-625
1254
$12.4K ﹤0.01%
1,002
+822
1255
$12.3K ﹤0.01%
681
1256
$12.3K ﹤0.01%
120
+5
1257
$12.3K ﹤0.01%
654
-81
1258
$12.2K ﹤0.01%
425
+262
1259
$12.1K ﹤0.01%
607
1260
$12.1K ﹤0.01%
423
-175
1261
$12K ﹤0.01%
270
1262
$11.9K ﹤0.01%
+459
1263
$11.9K ﹤0.01%
500
1264
$11.9K ﹤0.01%
261
-2
1265
$11.8K ﹤0.01%
495
-302
1266
$11.8K ﹤0.01%
50
1267
$11.8K ﹤0.01%
336
1268
$11.8K ﹤0.01%
+91
1269
$11.8K ﹤0.01%
234
1270
$11.7K ﹤0.01%
2,368
+2,098
1271
$11.7K ﹤0.01%
+201
1272
$11.7K ﹤0.01%
237
-35
1273
$11.6K ﹤0.01%
931
1274
$11.6K ﹤0.01%
439
-3,044
1275
$11.5K ﹤0.01%
227
49 50
51
52 53