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
1376
$8.78K ﹤0.01%
156
-2
1377
$8.77K ﹤0.01%
66
-16
1378
$8.73K ﹤0.01%
60
-98
1379
$8.73K ﹤0.01%
385
-72
1380
$8.71K ﹤0.01%
309
+105
1381
$8.7K ﹤0.01%
+75
1382
$8.69K ﹤0.01%
28
-35
1383
$8.68K ﹤0.01%
254
1384
$8.66K ﹤0.01%
300
1385
$8.64K ﹤0.01%
+100
1386
$8.63K ﹤0.01%
223
1387
$8.63K ﹤0.01%
270
-3
1388
$8.59K ﹤0.01%
331
1389
$8.57K ﹤0.01%
121
1390
$8.56K ﹤0.01%
+100
1391
$8.53K ﹤0.01%
+403
1392
$8.49K ﹤0.01%
6
1393
$8.48K ﹤0.01%
1,344
+2
1394
$8.45K ﹤0.01%
3,550
1395
$8.45K ﹤0.01%
125
-93
1396
$8.4K ﹤0.01%
87
1397
$8.4K ﹤0.01%
52
+14
1398
$8.4K ﹤0.01%
+299
1399
$8.38K ﹤0.01%
+134
1400
$8.37K ﹤0.01%
375
54 55
56
57 58