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
1676
$4.16K ﹤0.01%
31
-2
1677
$4.15K ﹤0.01%
+641
1678
$4.13K ﹤0.01%
216
+71
1679
$4.13K ﹤0.01%
427
-207
1680
$4.12K ﹤0.01%
57
1681
$4.1K ﹤0.01%
189
-1,341
1682
$4.09K ﹤0.01%
173
+150
1683
$4.08K ﹤0.01%
+176
1684
$4.07K ﹤0.01%
426
1685
$4.06K ﹤0.01%
308
-358
1686
$4.06K ﹤0.01%
292
1687
$4.04K ﹤0.01%
256
1688
$4.04K ﹤0.01%
30
1689
$4K ﹤0.01%
413
1690
$4K ﹤0.01%
132
1691
$3.99K ﹤0.01%
301
1692
$3.98K ﹤0.01%
400
1693
$3.98K ﹤0.01%
150
+53
1694
$3.97K ﹤0.01%
58
-35
1695
$3.96K ﹤0.01%
+100
1696
$3.94K ﹤0.01%
29
1697
$3.92K ﹤0.01%
110
1698
$3.92K ﹤0.01%
106
-46
1699
$3.91K ﹤0.01%
116
1700
$3.89K ﹤0.01%
246
-191
66 67
68
69 70