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
1601
$2K ﹤0.01%
+68
1602
$2K ﹤0.01%
+43
1603
$2K ﹤0.01%
+16
1604
$2K ﹤0.01%
+286
1605
$2K ﹤0.01%
+23
1606
$2K ﹤0.01%
+53
1607
$2K ﹤0.01%
+23
1608
$2K ﹤0.01%
+44
1609
$2K ﹤0.01%
+164
1610
$2K ﹤0.01%
+18
1611
$2K ﹤0.01%
+52
1612
$2K ﹤0.01%
+4
1613
$2K ﹤0.01%
+16
1614
$2K ﹤0.01%
+15
1615
$2K ﹤0.01%
+266
1616
$2K ﹤0.01%
+74
1617
$2K ﹤0.01%
+140
1618
$2K ﹤0.01%
+53
1619
$2K ﹤0.01%
+82
1620
$2K ﹤0.01%
+74
1621
$2K ﹤0.01%
+413
1622
$2K ﹤0.01%
+43
1623
$2K ﹤0.01%
+63
1624
$2K ﹤0.01%
+35
1625
$2K ﹤0.01%
+215
63 64
65
66 67