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
1401
$3K ﹤0.01%
+24
1402
$3K ﹤0.01%
+22
1403
$3K ﹤0.01%
+46
1404
$3K ﹤0.01%
+126
1405
$3K ﹤0.01%
+424
1406
$3K ﹤0.01%
+33
1407
$3K ﹤0.01%
+123
1408
$3K ﹤0.01%
+58
1409
$3K ﹤0.01%
+98
1410
$3K ﹤0.01%
+153
1411
$3K ﹤0.01%
+60
1412
$3K ﹤0.01%
+100
1413
$3K ﹤0.01%
+15
1414
$3K ﹤0.01%
+522
1415
$3K ﹤0.01%
+64
1416
$3K ﹤0.01%
+1,250
1417
$3K ﹤0.01%
+92
1418
$3K ﹤0.01%
+174
1419
$3K ﹤0.01%
+220
1420
$3K ﹤0.01%
+183
1421
$3K ﹤0.01%
+250
1422
$3K ﹤0.01%
+41
1423
$3K ﹤0.01%
+52
1424
$3K ﹤0.01%
+30
1425
$3K ﹤0.01%
+100