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
1651
$4.51K ﹤0.01%
71
1652
$4.5K ﹤0.01%
64
1653
$4.46K ﹤0.01%
83
-2
1654
$4.42K ﹤0.01%
206
+69
1655
$4.41K ﹤0.01%
103
-5
1656
$4.41K ﹤0.01%
+49
1657
$4.41K ﹤0.01%
+100
1658
$4.39K ﹤0.01%
35
1659
$4.38K ﹤0.01%
113
+31
1660
$4.36K ﹤0.01%
83
1661
$4.34K ﹤0.01%
266
-337
1662
$4.33K ﹤0.01%
+453
1663
$4.33K ﹤0.01%
310
-3,421
1664
$4.32K ﹤0.01%
187
1665
$4.32K ﹤0.01%
+387
1666
$4.28K ﹤0.01%
208
-200
1667
$4.28K ﹤0.01%
35
1668
$4.26K ﹤0.01%
29
-11
1669
$4.25K ﹤0.01%
68
-13
1670
$4.25K ﹤0.01%
15
+1
1671
$4.25K ﹤0.01%
29
+3
1672
$4.21K ﹤0.01%
+200
1673
$4.21K ﹤0.01%
+1,710
1674
$4.19K ﹤0.01%
45
1675
$4.16K ﹤0.01%
+375
65 66
67
68 69