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
1751
$3.28K ﹤0.01%
+325
1752
$3.25K ﹤0.01%
21
1753
$3.24K ﹤0.01%
161
-99
1754
$3.24K ﹤0.01%
108
-117
1755
$3.23K ﹤0.01%
168
1756
$3.23K ﹤0.01%
100
1757
$3.22K ﹤0.01%
234
1758
$3.22K ﹤0.01%
302
-120
1759
$3.22K ﹤0.01%
95
-65
1760
$3.21K ﹤0.01%
113
1761
$3.21K ﹤0.01%
35
-364
1762
$3.2K ﹤0.01%
269
1763
$3.2K ﹤0.01%
+1,085
1764
$3.19K ﹤0.01%
15
1765
$3.19K ﹤0.01%
49
+36
1766
$3.18K ﹤0.01%
100
1767
$3.15K ﹤0.01%
512
1768
$3.14K ﹤0.01%
290
1769
$3.14K ﹤0.01%
16
1770
$3.14K ﹤0.01%
548
1771
$3.14K ﹤0.01%
74
+22
1772
$3.13K ﹤0.01%
62
1773
$3.12K ﹤0.01%
108
1774
$3.11K ﹤0.01%
686
1775
$3.11K ﹤0.01%
40
-3
69 70
71
72 73