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
1326
$10.2K ﹤0.01%
417
+3
1327
$10.2K ﹤0.01%
82
1328
$10.2K ﹤0.01%
404
+62
1329
$10.1K ﹤0.01%
115
-80
1330
$10.1K ﹤0.01%
+1,808
1331
$10.1K ﹤0.01%
+74
1332
$10K ﹤0.01%
270
-178
1333
$10K ﹤0.01%
52
-373
1334
$9.98K ﹤0.01%
936
1335
$9.93K ﹤0.01%
247
-233
1336
$9.9K ﹤0.01%
110
1337
$9.88K ﹤0.01%
+175
1338
$9.85K ﹤0.01%
275
1339
$9.83K ﹤0.01%
+240
1340
$9.79K ﹤0.01%
608
+150
1341
$9.79K ﹤0.01%
433
+44
1342
$9.73K ﹤0.01%
448
+46
1343
$9.73K ﹤0.01%
963
1344
$9.71K ﹤0.01%
+750
1345
$9.7K ﹤0.01%
+184
1346
$9.7K ﹤0.01%
258
1347
$9.63K ﹤0.01%
118
+83
1348
$9.57K ﹤0.01%
+2,500
1349
$9.56K ﹤0.01%
+285
1350
$9.56K ﹤0.01%
60
+24
52 53
54
55 56