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
1676
$1K ﹤0.01%
+6
1677
$1K ﹤0.01%
+30
1678
$1K ﹤0.01%
+135
1679
$1K ﹤0.01%
+82
1680
$1K ﹤0.01%
+29
1681
$1K ﹤0.01%
+4
1682
$1K ﹤0.01%
+6
1683
$1K ﹤0.01%
+10
1684
$1K ﹤0.01%
+39
1685
$1K ﹤0.01%
+38
1686
$1K ﹤0.01%
+45
1687
$1K ﹤0.01%
+20
1688
$1K ﹤0.01%
+213
1689
$1K ﹤0.01%
+7
1690
$1K ﹤0.01%
+27
1691
$1K ﹤0.01%
+21
1692
$1K ﹤0.01%
+17
1693
$1K ﹤0.01%
+30
1694
$1K ﹤0.01%
+30
1695
$1K ﹤0.01%
+9
1696
$1K ﹤0.01%
+20
1697
$1K ﹤0.01%
+2
1698
$1K ﹤0.01%
+35
1699
$1K ﹤0.01%
+73
1700
$1K ﹤0.01%
+3