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
1351
$9.56K ﹤0.01%
+62
1352
$9.54K ﹤0.01%
199
-10
1353
$9.44K ﹤0.01%
394
+157
1354
$9.42K ﹤0.01%
212
-131
1355
$9.41K ﹤0.01%
+1,089
1356
$9.37K ﹤0.01%
299
1357
$9.37K ﹤0.01%
129
-498
1358
$9.32K ﹤0.01%
1,250
1359
$9.3K ﹤0.01%
+240
1360
$9.29K ﹤0.01%
65
+26
1361
$9.27K ﹤0.01%
2,140
-3,379
1362
$9.21K ﹤0.01%
185
-87
1363
$9.2K ﹤0.01%
1,177
-41
1364
$9.16K ﹤0.01%
497
+350
1365
$9.08K ﹤0.01%
550
+114
1366
$9.06K ﹤0.01%
100
+37
1367
$9.06K ﹤0.01%
123
+13
1368
$9.04K ﹤0.01%
338
1369
$8.98K ﹤0.01%
496
1370
$8.97K ﹤0.01%
283
-60
1371
$8.94K ﹤0.01%
+748
1372
$8.92K ﹤0.01%
491
1373
$8.91K ﹤0.01%
3,277
1374
$8.88K ﹤0.01%
279
+112
1375
$8.84K ﹤0.01%
+765
53 54
55
56 57