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
1551
$5.71K ﹤0.01%
2,090
-829
1552
$5.64K ﹤0.01%
1,485
+29
1553
$5.64K ﹤0.01%
+5,022
1554
$5.63K ﹤0.01%
403
1555
$5.6K ﹤0.01%
50
+11
1556
$5.6K ﹤0.01%
75
1557
$5.59K ﹤0.01%
+50
1558
$5.56K ﹤0.01%
199
-333
1559
$5.55K ﹤0.01%
+1,883
1560
$5.52K ﹤0.01%
65
1561
$5.5K ﹤0.01%
+533
1562
$5.49K ﹤0.01%
208
-56
1563
$5.49K ﹤0.01%
111
1564
$5.44K ﹤0.01%
346
1565
$5.43K ﹤0.01%
51
1566
$5.42K ﹤0.01%
+1,581
1567
$5.42K ﹤0.01%
+80
1568
$5.41K ﹤0.01%
133
+37
1569
$5.39K ﹤0.01%
290
1570
$5.34K ﹤0.01%
409
-174
1571
$5.32K ﹤0.01%
128
1572
$5.3K ﹤0.01%
78
1573
$5.3K ﹤0.01%
131
1574
$5.3K ﹤0.01%
344
+82
1575
$5.3K ﹤0.01%
75
-12
61 62
63
64 65