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
1626
$2K ﹤0.01%
+112
1627
$2K ﹤0.01%
+40
1628
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+113
1629
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+386
1630
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+78
1631
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+155
1632
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+36
1633
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+135
1634
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+194
1635
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+26
1636
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+36
1637
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+67
1638
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+20
1639
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+85
1640
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+14
1641
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+234
1642
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+159
1643
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+16
1644
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+243
1645
$2K ﹤0.01%
+21
1646
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+75
1647
$2K ﹤0.01%
+5
1648
$2K ﹤0.01%
+17
1649
$2K ﹤0.01%
+23
1650
$2K ﹤0.01%
+163
64 65
66
67 68