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
1401
$8.3K ﹤0.01%
+1,100
1402
$8.23K ﹤0.01%
1,313
-389
1403
$8.19K ﹤0.01%
583
+304
1404
$8.18K ﹤0.01%
155
1405
$8.17K ﹤0.01%
259
-303
1406
$8.15K ﹤0.01%
+396
1407
$8.1K ﹤0.01%
166
+139
1408
$8.09K ﹤0.01%
273
+89
1409
$8.09K ﹤0.01%
+500
1410
$8.08K ﹤0.01%
125
-8
1411
$8.07K ﹤0.01%
112
+17
1412
$8.03K ﹤0.01%
321
1413
$8.03K ﹤0.01%
1,250
+533
1414
$8.02K ﹤0.01%
688
-164
1415
$8K ﹤0.01%
413
1416
$7.97K ﹤0.01%
283
+192
1417
$7.94K ﹤0.01%
117
+14
1418
$7.92K ﹤0.01%
77
-89
1419
$7.87K ﹤0.01%
+200
1420
$7.86K ﹤0.01%
189
-219
1421
$7.83K ﹤0.01%
71
1422
$7.83K ﹤0.01%
+2,432
1423
$7.83K ﹤0.01%
84
1424
$7.81K ﹤0.01%
1,228
1425
$7.78K ﹤0.01%
43
55 56
57
58 59