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
1426
$7.76K ﹤0.01%
142
-674
1427
$7.76K ﹤0.01%
843
+786
1428
$7.74K ﹤0.01%
862
-375
1429
$7.74K ﹤0.01%
+158
1430
$7.73K ﹤0.01%
160
1431
$7.7K ﹤0.01%
759
-3,930
1432
$7.67K ﹤0.01%
701
+649
1433
$7.67K ﹤0.01%
107
+1
1434
$7.63K ﹤0.01%
70
-1
1435
$7.61K ﹤0.01%
133
-69
1436
$7.6K ﹤0.01%
+426
1437
$7.59K ﹤0.01%
356
+170
1438
$7.58K ﹤0.01%
298
-870
1439
$7.58K ﹤0.01%
156
+33
1440
$7.58K ﹤0.01%
+157
1441
$7.57K ﹤0.01%
820
-13,830
1442
$7.53K ﹤0.01%
318
+278
1443
$7.52K ﹤0.01%
403
1444
$7.52K ﹤0.01%
+95
1445
$7.52K ﹤0.01%
+121
1446
$7.51K ﹤0.01%
1,584
+1,518
1447
$7.45K ﹤0.01%
+249
1448
$7.44K ﹤0.01%
375
+360
1449
$7.42K ﹤0.01%
228
-250
1450
$7.42K ﹤0.01%
+380
56 57
58
59 60