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
1526
$6.11K ﹤0.01%
27
1527
$6.11K ﹤0.01%
143
-46
1528
$6.05K ﹤0.01%
81
+35
1529
$6.05K ﹤0.01%
59
1530
$6.01K ﹤0.01%
133
1531
$6.01K ﹤0.01%
+1,933
1532
$5.99K ﹤0.01%
180
-52
1533
$5.99K ﹤0.01%
42
-12
1534
$5.98K ﹤0.01%
+417
1535
$5.95K ﹤0.01%
+645
1536
$5.94K ﹤0.01%
58
+20
1537
$5.94K ﹤0.01%
+502
1538
$5.92K ﹤0.01%
5
1539
$5.88K ﹤0.01%
636
+103
1540
$5.86K ﹤0.01%
176
+6
1541
$5.85K ﹤0.01%
+683
1542
$5.81K ﹤0.01%
250
+169
1543
$5.81K ﹤0.01%
1,729
1544
$5.8K ﹤0.01%
+518
1545
$5.79K ﹤0.01%
+390
1546
$5.79K ﹤0.01%
+275
1547
$5.76K ﹤0.01%
+100
1548
$5.76K ﹤0.01%
+84
1549
$5.76K ﹤0.01%
127
1550
$5.76K ﹤0.01%
738
60 61
62
63 64