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
1901
$2.09K ﹤0.01%
97
-716
1902
$2.09K ﹤0.01%
82
1903
$2.09K ﹤0.01%
78
1904
$2.09K ﹤0.01%
+245
1905
$2.08K ﹤0.01%
101
1906
$2.08K ﹤0.01%
+820
1907
$2.04K ﹤0.01%
168
1908
$2.04K ﹤0.01%
+11
1909
$2.03K ﹤0.01%
526
+244
1910
$2.03K ﹤0.01%
+376
1911
$2.03K ﹤0.01%
100
1912
$2.01K ﹤0.01%
296
+276
1913
$1.98K ﹤0.01%
+216
1914
$1.97K ﹤0.01%
45
-69
1915
$1.95K ﹤0.01%
+68
1916
$1.94K ﹤0.01%
122
1917
$1.93K ﹤0.01%
62
-460
1918
$1.93K ﹤0.01%
+100
1919
$1.92K ﹤0.01%
+104
1920
$1.91K ﹤0.01%
+995
1921
$1.91K ﹤0.01%
436
1922
$1.9K ﹤0.01%
258
1923
$1.9K ﹤0.01%
26
1924
$1.88K ﹤0.01%
121
-9
1925
$1.88K ﹤0.01%
39
75 76
77
78 79