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
1376
$4K ﹤0.01%
+997
1377
$4K ﹤0.01%
+312
1378
$4K ﹤0.01%
+1,050
1379
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+673
1380
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+751
1381
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+189
1382
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+52
1383
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+92
1384
$4K ﹤0.01%
+363
1385
$4K ﹤0.01%
+215
1386
$3K ﹤0.01%
+55
1387
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+790
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$3K ﹤0.01%
+67
1389
$3K ﹤0.01%
+19
1390
$3K ﹤0.01%
+151
1391
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+143
1392
$3K ﹤0.01%
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1393
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+194
1394
$3K ﹤0.01%
+444
1395
$3K ﹤0.01%
+56
1396
$3K ﹤0.01%
+67
1397
$3K ﹤0.01%
+150
1398
$3K ﹤0.01%
+95
1399
$3K ﹤0.01%
+59
1400
$3K ﹤0.01%
+62
54 55
56
57 58