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
1301
$4K ﹤0.01%
+579
1302
$4K ﹤0.01%
+73
1303
$4K ﹤0.01%
+33
1304
$4K ﹤0.01%
+21
1305
$4K ﹤0.01%
+120
1306
$4K ﹤0.01%
+50
1307
$4K ﹤0.01%
+150
1308
$4K ﹤0.01%
+82
1309
$4K ﹤0.01%
+25
1310
$4K ﹤0.01%
+60
1311
$4K ﹤0.01%
+187
1312
$4K ﹤0.01%
+132
1313
$4K ﹤0.01%
+173
1314
$4K ﹤0.01%
+80
1315
$4K ﹤0.01%
+208
1316
$4K ﹤0.01%
+234
1317
$4K ﹤0.01%
+268
1318
$4K ﹤0.01%
+257
1319
$4K ﹤0.01%
+121
1320
$4K ﹤0.01%
+45
1321
$4K ﹤0.01%
+10
1322
$4K ﹤0.01%
+190
1323
$4K ﹤0.01%
+123
1324
$4K ﹤0.01%
+330
1325
$4K ﹤0.01%
+177