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
1726
$3.55K ﹤0.01%
30
-71
1727
$3.55K ﹤0.01%
+750
1728
$3.49K ﹤0.01%
2,235
1729
$3.48K ﹤0.01%
74
-183
1730
$3.47K ﹤0.01%
69
1731
$3.44K ﹤0.01%
763
1732
$3.44K ﹤0.01%
197
1733
$3.42K ﹤0.01%
119
-43
1734
$3.42K ﹤0.01%
+54
1735
$3.42K ﹤0.01%
66
1736
$3.4K ﹤0.01%
13
1737
$3.39K ﹤0.01%
25
-140
1738
$3.39K ﹤0.01%
48
-81
1739
$3.37K ﹤0.01%
100
+96
1740
$3.36K ﹤0.01%
+165
1741
$3.35K ﹤0.01%
105
+47
1742
$3.34K ﹤0.01%
+18
1743
$3.32K ﹤0.01%
+1,785
1744
$3.32K ﹤0.01%
48
1745
$3.31K ﹤0.01%
284
-326
1746
$3.3K ﹤0.01%
+150
1747
$3.3K ﹤0.01%
+200
1748
$3.3K ﹤0.01%
358
1749
$3.29K ﹤0.01%
+383
1750
$3.28K ﹤0.01%
151
+88
68 69
70
71 72