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
1276
$11.5K ﹤0.01%
150
-57
1277
$11.5K ﹤0.01%
302
+167
1278
$11.5K ﹤0.01%
474
-65
1279
$11.5K ﹤0.01%
+188
1280
$11.5K ﹤0.01%
1,539
1281
$11.4K ﹤0.01%
+925
1282
$11.4K ﹤0.01%
+707
1283
$11.4K ﹤0.01%
248
1284
$11.4K ﹤0.01%
724
+586
1285
$11.3K ﹤0.01%
327
1286
$11.3K ﹤0.01%
166
+117
1287
$11.3K ﹤0.01%
227
-71
1288
$11.3K ﹤0.01%
220
-26
1289
$11.2K ﹤0.01%
700
-34
1290
$11.2K ﹤0.01%
481
1291
$11.2K ﹤0.01%
374
-73
1292
$11.1K ﹤0.01%
+5,249
1293
$11.1K ﹤0.01%
+1,088
1294
$11.1K ﹤0.01%
143
-28
1295
$11K ﹤0.01%
285
1296
$11K ﹤0.01%
61
-182
1297
$10.9K ﹤0.01%
110
1298
$10.9K ﹤0.01%
260
-5
1299
$10.9K ﹤0.01%
+1,070
1300
$10.9K ﹤0.01%
561
-146
50 51
52
53 54