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
1701
$1K ﹤0.01%
+8
1702
$1K ﹤0.01%
+32
1703
$1K ﹤0.01%
+100
1704
$1K ﹤0.01%
+295
1705
$1K ﹤0.01%
+25
1706
$1K ﹤0.01%
+12
1707
$1K ﹤0.01%
+31
1708
$1K ﹤0.01%
+14
1709
$1K ﹤0.01%
+14
1710
$1K ﹤0.01%
+12
1711
$1K ﹤0.01%
+17
1712
$1K ﹤0.01%
+8
1713
$1K ﹤0.01%
+36
1714
$1K ﹤0.01%
+64
1715
$1K ﹤0.01%
+153
1716
$1K ﹤0.01%
+27
1717
$1K ﹤0.01%
+5
1718
$1K ﹤0.01%
+150
1719
$1K ﹤0.01%
+4
1720
$1K ﹤0.01%
+174
1721
$1K ﹤0.01%
+9
1722
$1K ﹤0.01%
+44
1723
$1K ﹤0.01%
+50
1724
$1K ﹤0.01%
+21
1725
$1K ﹤0.01%
+5