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
126
$895K 0.14%
20,520
+885
127
$879K 0.13%
16,996
-2,172
128
$876K 0.13%
1,590
-1,054
129
$864K 0.13%
3,280
+2
130
$864K 0.13%
5,523
-2,166
131
$864K 0.13%
+7,567
132
$857K 0.13%
8,141
+6,256
133
$847K 0.13%
13,311
-2,374
134
$845K 0.13%
8,927
+677
135
$841K 0.13%
28,520
+21,750
136
$841K 0.13%
4,835
-3,882
137
$810K 0.12%
9,913
-908
138
$802K 0.12%
7,801
+24
139
$795K 0.12%
64,981
+64,405
140
$794K 0.12%
10,656
+154
141
$781K 0.12%
53,420
-16,930
142
$780K 0.12%
6,333
+1,401
143
$778K 0.12%
6,682
-242
144
$770K 0.12%
4,654
-1,601
145
$756K 0.11%
33,830
+456
146
$746K 0.11%
18,078
+3,377
147
$745K 0.11%
14,764
+1,234
148
$744K 0.11%
2,408
+36
149
$744K 0.11%
8,867
-1,244
150
$741K 0.11%
15,615
-7,635
4 5
6
7 8