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
126
$455K 0.13%
+7,612
127
$454K 0.13%
+11,512
128
$448K 0.13%
+1,530
129
$446K 0.12%
+1,895
130
$441K 0.12%
+2,152
131
$438K 0.12%
+1,968
132
$433K 0.12%
+1,705
133
$433K 0.12%
+9,210
134
$430K 0.12%
+1,437
135
$427K 0.12%
+14,500
136
$421K 0.12%
+4,890
137
$420K 0.12%
+10,641
138
$420K 0.12%
+1,434
139
$414K 0.12%
+10,928
140
$413K 0.12%
+3,532
141
$401K 0.11%
+1,159
142
$395K 0.11%
+1,098
143
$393K 0.11%
+2,340
144
$392K 0.11%
+2,030
145
$390K 0.11%
+14,645
146
$389K 0.11%
+685
147
$384K 0.11%
+3,520
148
$382K 0.11%
+1,497
149
$378K 0.11%
+7,839
150
$374K 0.1%
+2,760
4 5
6
7 8