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
1851
$2.47K ﹤0.01%
85
1852
$2.46K ﹤0.01%
892
+500
1853
$2.44K ﹤0.01%
105
1854
$2.43K ﹤0.01%
505
1855
$2.43K ﹤0.01%
+63
1856
$2.42K ﹤0.01%
+2
1857
$2.42K ﹤0.01%
150
1858
$2.41K ﹤0.01%
+47
1859
$2.39K ﹤0.01%
293
1860
$2.37K ﹤0.01%
66
1861
$2.34K ﹤0.01%
174
1862
$2.33K ﹤0.01%
68
1863
$2.31K ﹤0.01%
19
-262
1864
$2.29K ﹤0.01%
194
1865
$2.29K ﹤0.01%
294
1866
$2.28K ﹤0.01%
130
+127
1867
$2.28K ﹤0.01%
135
-150
1868
$2.28K ﹤0.01%
+383
1869
$2.27K ﹤0.01%
74
1870
$2.26K ﹤0.01%
103
1871
$2.26K ﹤0.01%
+65
1872
$2.26K ﹤0.01%
87
-78
1873
$2.25K ﹤0.01%
33
1874
$2.25K ﹤0.01%
162
1875
$2.24K ﹤0.01%
75
+15
73 74
75
76 77