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
1651
$2K ﹤0.01%
+30
1652
$2K ﹤0.01%
+197
1653
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+51
1654
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+113
1655
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+269
1656
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+158
1657
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+27
1658
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+21
1659
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+24
1660
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+133
1661
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+25
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+29
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+157
1664
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+79
1665
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+53
1666
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+23
1667
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+138
1668
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+6
1669
$1K ﹤0.01%
+6
1670
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+28
1671
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+50
1672
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+10
1673
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+7
1674
$1K ﹤0.01%
+54
1675
$1K ﹤0.01%
+44
65 66
67
68 69