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
1451
$7.41K ﹤0.01%
316
+43
1452
$7.4K ﹤0.01%
1,000
1453
$7.39K ﹤0.01%
+400
1454
$7.38K ﹤0.01%
155
-82
1455
$7.37K ﹤0.01%
246
1456
$7.36K ﹤0.01%
+199
1457
$7.33K ﹤0.01%
131
1458
$7.24K ﹤0.01%
216
-319
1459
$7.24K ﹤0.01%
125
1460
$7.23K ﹤0.01%
82
1461
$7.22K ﹤0.01%
773
+756
1462
$7.18K ﹤0.01%
122
-65
1463
$7.17K ﹤0.01%
+200
1464
$7.09K ﹤0.01%
71
+10
1465
$7.08K ﹤0.01%
+1,945
1466
$7.04K ﹤0.01%
32
+11
1467
$7.03K ﹤0.01%
278
-2,880
1468
$7.02K ﹤0.01%
258
+200
1469
$7.01K ﹤0.01%
50
-7
1470
$6.99K ﹤0.01%
63
1471
$6.96K ﹤0.01%
+108
1472
$6.96K ﹤0.01%
+100
1473
$6.94K ﹤0.01%
+115
1474
$6.92K ﹤0.01%
+109
1475
$6.91K ﹤0.01%
+171
57 58
59
60 61