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
1601
$4.98K ﹤0.01%
190
-248
1602
$4.96K ﹤0.01%
74
1603
$4.96K ﹤0.01%
+146
1604
$4.96K ﹤0.01%
+92
1605
$4.93K ﹤0.01%
+175
1606
$4.92K ﹤0.01%
150
-43
1607
$4.91K ﹤0.01%
+50
1608
$4.91K ﹤0.01%
+255
1609
$4.91K ﹤0.01%
117
+17
1610
$4.9K ﹤0.01%
104
1611
$4.9K ﹤0.01%
216
1612
$4.88K ﹤0.01%
115
1613
$4.88K ﹤0.01%
+463
1614
$4.87K ﹤0.01%
+1,149
1615
$4.87K ﹤0.01%
158
1616
$4.87K ﹤0.01%
152
1617
$4.86K ﹤0.01%
284
+22
1618
$4.86K ﹤0.01%
+640
1619
$4.85K ﹤0.01%
430
-16
1620
$4.85K ﹤0.01%
124
+87
1621
$4.81K ﹤0.01%
87
1622
$4.81K ﹤0.01%
493
-242
1623
$4.78K ﹤0.01%
+291
1624
$4.78K ﹤0.01%
+495
1625
$4.77K ﹤0.01%
175
63 64
65
66 67