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
1501
$2K ﹤0.01%
+6
1502
$2K ﹤0.01%
+55
1503
$2K ﹤0.01%
+110
1504
$2K ﹤0.01%
+634
1505
$2K ﹤0.01%
+150
1506
$2K ﹤0.01%
+28
1507
$2K ﹤0.01%
+63
1508
$2K ﹤0.01%
+194
1509
$2K ﹤0.01%
+6
1510
$2K ﹤0.01%
+686
1511
$2K ﹤0.01%
+65
1512
$2K ﹤0.01%
+10
1513
$2K ﹤0.01%
+38
1514
$2K ﹤0.01%
+45
1515
$2K ﹤0.01%
+36
1516
$2K ﹤0.01%
+31
1517
$2K ﹤0.01%
+655
1518
$2K ﹤0.01%
+109
1519
$2K ﹤0.01%
+12
1520
$2K ﹤0.01%
+47
1521
$2K ﹤0.01%
+102
1522
$2K ﹤0.01%
+84
1523
$2K ﹤0.01%
+21
1524
$2K ﹤0.01%
+100
1525
$2K ﹤0.01%
+14
59 60
61
62 63