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
1476
$3K ﹤0.01%
+38
1477
$3K ﹤0.01%
+6
1478
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+61
1479
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+505
1480
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+67
1481
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+573
1482
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+768
1483
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+201
1484
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+216
1485
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+74
1486
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+395
1487
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+100
1488
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+70
1489
$3K ﹤0.01%
+396
1490
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+83
1491
$3K ﹤0.01%
+1,053
1492
$2K ﹤0.01%
+40
1493
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+37
1494
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+67
1495
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+154
1496
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+97
1497
$2K ﹤0.01%
+258
1498
$2K ﹤0.01%
+101
1499
$2K ﹤0.01%
+29
1500
$2K ﹤0.01%
+259
58 59
60
61 62