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
1526
$2K ﹤0.01%
+85
1527
$2K ﹤0.01%
+32
1528
$2K ﹤0.01%
+215
1529
$2K ﹤0.01%
+227
1530
$2K ﹤0.01%
+48
1531
$2K ﹤0.01%
+121
1532
$2K ﹤0.01%
+16
1533
$2K ﹤0.01%
+257
1534
$2K ﹤0.01%
+32
1535
$2K ﹤0.01%
+236
1536
$2K ﹤0.01%
+234
1537
$2K ﹤0.01%
+81
1538
$2K ﹤0.01%
+51
1539
$2K ﹤0.01%
+53
1540
$2K ﹤0.01%
+163
1541
$2K ﹤0.01%
+90
1542
$2K ﹤0.01%
+48
1543
$2K ﹤0.01%
+11
1544
$2K ﹤0.01%
+144
1545
$2K ﹤0.01%
+24
1546
$2K ﹤0.01%
+120
1547
$2K ﹤0.01%
+19
1548
$2K ﹤0.01%
+17
1549
$2K ﹤0.01%
+118
1550
$2K ﹤0.01%
+109
60 61
62
63 64