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
1776
$3.11K ﹤0.01%
102
-133
1777
$3.11K ﹤0.01%
194
1778
$3.1K ﹤0.01%
+762
1779
$3.09K ﹤0.01%
+196
1780
$3.09K ﹤0.01%
338
1781
$3.07K ﹤0.01%
103
-49
1782
$3.06K ﹤0.01%
23
-2
1783
$3.06K ﹤0.01%
69
+7
1784
$3.06K ﹤0.01%
+510
1785
$3.04K ﹤0.01%
470
-4,096
1786
$3.03K ﹤0.01%
29
+5
1787
$3.02K ﹤0.01%
594
1788
$3.02K ﹤0.01%
19
1789
$2.97K ﹤0.01%
162
1790
$2.95K ﹤0.01%
55
1791
$2.95K ﹤0.01%
41
1792
$2.94K ﹤0.01%
86
-284
1793
$2.94K ﹤0.01%
273
-359
1794
$2.93K ﹤0.01%
397
1795
$2.92K ﹤0.01%
41
1796
$2.91K ﹤0.01%
302
1797
$2.91K ﹤0.01%
+1,248
1798
$2.9K ﹤0.01%
30
1799
$2.9K ﹤0.01%
+22
1800
$2.9K ﹤0.01%
112
-10
70 71
72
73 74