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
1301
$10.9K ﹤0.01%
616
+115
1302
$10.9K ﹤0.01%
1,312
-7,597
1303
$10.8K ﹤0.01%
629
-29
1304
$10.8K ﹤0.01%
+207
1305
$10.8K ﹤0.01%
61
-17
1306
$10.7K ﹤0.01%
+284
1307
$10.7K ﹤0.01%
216
+136
1308
$10.7K ﹤0.01%
+518
1309
$10.6K ﹤0.01%
1,491
+854
1310
$10.6K ﹤0.01%
2,311
+2,139
1311
$10.6K ﹤0.01%
31
+13
1312
$10.6K ﹤0.01%
+221
1313
$10.6K ﹤0.01%
+1,842
1314
$10.6K ﹤0.01%
174
-47
1315
$10.5K ﹤0.01%
456
-651
1316
$10.5K ﹤0.01%
162
+22
1317
$10.5K ﹤0.01%
+531
1318
$10.5K ﹤0.01%
86
1319
$10.5K ﹤0.01%
459
-1,655
1320
$10.5K ﹤0.01%
44
-3
1321
$10.4K ﹤0.01%
681
1322
$10.4K ﹤0.01%
273
1323
$10.3K ﹤0.01%
719
1324
$10.3K ﹤0.01%
738
-8
1325
$10.3K ﹤0.01%
1,650
51 52
53
54 55