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
1876
$2.22K ﹤0.01%
+567
1877
$2.22K ﹤0.01%
+225
1878
$2.21K ﹤0.01%
56
-137
1879
$2.21K ﹤0.01%
+80
1880
$2.2K ﹤0.01%
17
1881
$2.19K ﹤0.01%
16
1882
$2.19K ﹤0.01%
138
+42
1883
$2.18K ﹤0.01%
107
-92
1884
$2.18K ﹤0.01%
+206
1885
$2.18K ﹤0.01%
95
1886
$2.17K ﹤0.01%
38
1887
$2.17K ﹤0.01%
91
-2,440
1888
$2.17K ﹤0.01%
97
1889
$2.17K ﹤0.01%
18
1890
$2.17K ﹤0.01%
+38
1891
$2.17K ﹤0.01%
250
1892
$2.15K ﹤0.01%
53
1893
$2.15K ﹤0.01%
181
1894
$2.13K ﹤0.01%
37
+28
1895
$2.13K ﹤0.01%
55
1896
$2.11K ﹤0.01%
55
1897
$2.11K ﹤0.01%
50
1898
$2.1K ﹤0.01%
1,011
-6
1899
$2.1K ﹤0.01%
71
1900
$2.09K ﹤0.01%
10
74 75
76
77 78