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
1626
$4.77K ﹤0.01%
148
+15
1627
$4.75K ﹤0.01%
+759
1628
$4.74K ﹤0.01%
+589
1629
$4.71K ﹤0.01%
212
+39
1630
$4.69K ﹤0.01%
89
1631
$4.68K ﹤0.01%
47
1632
$4.67K ﹤0.01%
171
-369
1633
$4.67K ﹤0.01%
+355
1634
$4.66K ﹤0.01%
373
1635
$4.66K ﹤0.01%
+1,000
1636
$4.66K ﹤0.01%
285
-219
1637
$4.65K ﹤0.01%
28
+14
1638
$4.63K ﹤0.01%
133
-29
1639
$4.63K ﹤0.01%
+79
1640
$4.62K ﹤0.01%
32
1641
$4.6K ﹤0.01%
155
+100
1642
$4.59K ﹤0.01%
576
+224
1643
$4.59K ﹤0.01%
160
1644
$4.58K ﹤0.01%
+160
1645
$4.58K ﹤0.01%
+254
1646
$4.58K ﹤0.01%
+549
1647
$4.57K ﹤0.01%
+30
1648
$4.55K ﹤0.01%
151
1649
$4.54K ﹤0.01%
183
1650
$4.52K ﹤0.01%
314
64 65
66
67 68