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
1426
$3K ﹤0.01%
+60
1427
$3K ﹤0.01%
+106
1428
$3K ﹤0.01%
+2,236
1429
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+106
1430
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+116
1431
$3K ﹤0.01%
+14
1432
$3K ﹤0.01%
+34
1433
$3K ﹤0.01%
+246
1434
$3K ﹤0.01%
+112
1435
$3K ﹤0.01%
+50
1436
$3K ﹤0.01%
+41
1437
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+38
1438
$3K ﹤0.01%
+17
1439
$3K ﹤0.01%
+56
1440
$3K ﹤0.01%
+164
1441
$3K ﹤0.01%
+162
1442
$3K ﹤0.01%
+45
1443
$3K ﹤0.01%
+19
1444
$3K ﹤0.01%
+454
1445
$3K ﹤0.01%
+52
1446
$3K ﹤0.01%
+104
1447
$3K ﹤0.01%
+56
1448
$3K ﹤0.01%
+96
1449
$3K ﹤0.01%
+40
1450
$3K ﹤0.01%
+50
56 57
58
59 60