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
1826
$2.64K ﹤0.01%
250
-70
1827
$2.64K ﹤0.01%
+55
1828
$2.63K ﹤0.01%
237
+210
1829
$2.62K ﹤0.01%
126
1830
$2.6K ﹤0.01%
124
+20
1831
$2.6K ﹤0.01%
+1,037
1832
$2.6K ﹤0.01%
400
1833
$2.59K ﹤0.01%
124
-137
1834
$2.58K ﹤0.01%
250
1835
$2.57K ﹤0.01%
40
1836
$2.56K ﹤0.01%
+506
1837
$2.56K ﹤0.01%
65
1838
$2.56K ﹤0.01%
152
1839
$2.56K ﹤0.01%
41
1840
$2.52K ﹤0.01%
68
-25
1841
$2.52K ﹤0.01%
+79
1842
$2.51K ﹤0.01%
34
-882
1843
$2.5K ﹤0.01%
15
1844
$2.5K ﹤0.01%
166
-538
1845
$2.49K ﹤0.01%
41
1846
$2.49K ﹤0.01%
1,013
-573
1847
$2.49K ﹤0.01%
13
1848
$2.48K ﹤0.01%
+146
1849
$2.48K ﹤0.01%
73
-3
1850
$2.47K ﹤0.01%
211
72 73
74
75 76