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
151
$741K 0.11%
22,361
+5,339
152
$729K 0.11%
+9,866
153
$716K 0.11%
+7,831
154
$716K 0.11%
27,462
+2,096
155
$706K 0.11%
9,917
+5,072
156
$702K 0.11%
3,887
+1,861
157
$700K 0.11%
6,373
-479
158
$694K 0.11%
15,366
+15,297
159
$690K 0.1%
3,128
-871
160
$689K 0.1%
8,545
+8,319
161
$685K 0.1%
2,099
-713
162
$675K 0.1%
6,395
+4,844
163
$668K 0.1%
14,032
-1,743
164
$660K 0.1%
3,079
+1,382
165
$648K 0.1%
6,682
+524
166
$643K 0.1%
3,891
-199
167
$639K 0.1%
13,856
+787
168
$634K 0.1%
4,916
-1,558
169
$634K 0.1%
1,304
-282
170
$633K 0.1%
5,389
+5,009
171
$626K 0.09%
1,459
+857
172
$621K 0.09%
17,745
-1,669
173
$617K 0.09%
6,117
-585
174
$614K 0.09%
1,638
-370
175
$609K 0.09%
9,990
-366
5 6
7
8 9