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
1576
$5.27K ﹤0.01%
1,000
1577
$5.26K ﹤0.01%
66
-10
1578
$5.26K ﹤0.01%
217
+145
1579
$5.25K ﹤0.01%
338
-10
1580
$5.25K ﹤0.01%
101
1581
$5.25K ﹤0.01%
617
+249
1582
$5.23K ﹤0.01%
108
+2
1583
$5.23K ﹤0.01%
443
+151
1584
$5.23K ﹤0.01%
606
-13
1585
$5.23K ﹤0.01%
+2,083
1586
$5.22K ﹤0.01%
86
-68
1587
$5.22K ﹤0.01%
180
+114
1588
$5.17K ﹤0.01%
102
-488
1589
$5.14K ﹤0.01%
+735
1590
$5.12K ﹤0.01%
130
-39
1591
$5.08K ﹤0.01%
118
-14
1592
$5.05K ﹤0.01%
237
-412
1593
$5.05K ﹤0.01%
12
+8
1594
$5.03K ﹤0.01%
1,537
-300
1595
$5.02K ﹤0.01%
404
-1,789
1596
$5.01K ﹤0.01%
81
1597
$5K ﹤0.01%
93
1598
$5K ﹤0.01%
111
+18
1599
$4.99K ﹤0.01%
+73
1600
$4.99K ﹤0.01%
71
+34
62 63
64
65 66