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
1701
$3.87K ﹤0.01%
167
1702
$3.87K ﹤0.01%
45
+20
1703
$3.85K ﹤0.01%
361
-691
1704
$3.83K ﹤0.01%
26
+3
1705
$3.81K ﹤0.01%
+258
1706
$3.81K ﹤0.01%
1,436
-1,290
1707
$3.8K ﹤0.01%
313
+126
1708
$3.79K ﹤0.01%
+149
1709
$3.78K ﹤0.01%
311
+25
1710
$3.77K ﹤0.01%
60
1711
$3.76K ﹤0.01%
413
1712
$3.7K ﹤0.01%
312
1713
$3.7K ﹤0.01%
1,148
1714
$3.7K ﹤0.01%
53
-110
1715
$3.67K ﹤0.01%
28
1716
$3.67K ﹤0.01%
223
-1,094
1717
$3.67K ﹤0.01%
105
1718
$3.65K ﹤0.01%
655
1719
$3.65K ﹤0.01%
61
1720
$3.62K ﹤0.01%
93
1721
$3.62K ﹤0.01%
1,441
+1,117
1722
$3.62K ﹤0.01%
79
1723
$3.61K ﹤0.01%
340
1724
$3.59K ﹤0.01%
24
-17
1725
$3.56K ﹤0.01%
+52
67 68
69
70 71