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
1801
$2.88K ﹤0.01%
63
1802
$2.87K ﹤0.01%
277
-302
1803
$2.87K ﹤0.01%
71
1804
$2.87K ﹤0.01%
106
+85
1805
$2.84K ﹤0.01%
274
1806
$2.83K ﹤0.01%
207
1807
$2.82K ﹤0.01%
50
1808
$2.82K ﹤0.01%
+2,253
1809
$2.78K ﹤0.01%
62
-927
1810
$2.77K ﹤0.01%
81
+17
1811
$2.76K ﹤0.01%
104
+29
1812
$2.76K ﹤0.01%
+1,944
1813
$2.75K ﹤0.01%
42
+10
1814
$2.75K ﹤0.01%
+103
1815
$2.74K ﹤0.01%
+30
1816
$2.73K ﹤0.01%
32
-1
1817
$2.73K ﹤0.01%
144
1818
$2.71K ﹤0.01%
20
1819
$2.71K ﹤0.01%
347
-8,897
1820
$2.69K ﹤0.01%
118
-248
1821
$2.68K ﹤0.01%
118
-68
1822
$2.67K ﹤0.01%
+620
1823
$2.67K ﹤0.01%
52
1824
$2.66K ﹤0.01%
60
1825
$2.64K ﹤0.01%
+194
71 72
73
74 75