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
151
$373K 0.1%
+7,237
152
$373K 0.1%
+1,048
153
$368K 0.1%
+2,088
154
$365K 0.1%
+3,480
155
$363K 0.1%
+3,706
156
$362K 0.1%
+4,240
157
$353K 0.1%
+9,648
158
$344K 0.1%
+2,148
159
$343K 0.1%
+1,817
160
$341K 0.1%
+5,283
161
$341K 0.1%
+2,495
162
$335K 0.09%
+959
163
$332K 0.09%
+1,594
164
$324K 0.09%
+1,471
165
$318K 0.09%
+3,057
166
$316K 0.09%
+15,920
167
$314K 0.09%
+6,045
168
$309K 0.09%
+2,828
169
$308K 0.09%
+743
170
$306K 0.09%
+963
171
$302K 0.08%
+4,174
172
$301K 0.08%
+3,394
173
$301K 0.08%
+2,496
174
$298K 0.08%
+3,896
175
$296K 0.08%
+2,233
5 6
7
8 9