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
1751
$1K ﹤0.01%
+27
1752
$1K ﹤0.01%
+2
1753
$1K ﹤0.01%
+18
1754
$1K ﹤0.01%
+33
1755
$1K ﹤0.01%
+1,000
1756
$1K ﹤0.01%
+30
1757
$1K ﹤0.01%
+11
1758
$1K ﹤0.01%
+12
1759
$1K ﹤0.01%
+54
1760
$1K ﹤0.01%
+200
1761
$1K ﹤0.01%
+82
1762
$1K ﹤0.01%
+19
1763
$1K ﹤0.01%
+51
1764
$0 ﹤0.01%
+1
1765
$0 ﹤0.01%
+1
1766
$0 ﹤0.01%
+5
1767
$0 ﹤0.01%
+2
1768
$0 ﹤0.01%
+2
1769
$0 ﹤0.01%
+1
1770
$0 ﹤0.01%
+3
1771
$0 ﹤0.01%
+1
1772
$0 ﹤0.01%
+10
1773
$0 ﹤0.01%
+8
1774
$0 ﹤0.01%
+250
1775
$0 ﹤0.01%
+3