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
1951
$1.76K ﹤0.01%
36
-135
1952
$1.75K ﹤0.01%
25
1953
$1.74K ﹤0.01%
+27
1954
$1.74K ﹤0.01%
15
1955
$1.73K ﹤0.01%
85
-1
1956
$1.72K ﹤0.01%
566
-1,346
1957
$1.72K ﹤0.01%
49
+24
1958
$1.71K ﹤0.01%
51
1959
$1.7K ﹤0.01%
+380
1960
$1.7K ﹤0.01%
21
1961
$1.69K ﹤0.01%
60
1962
$1.69K ﹤0.01%
31
-31
1963
$1.69K ﹤0.01%
39
-10
1964
$1.69K ﹤0.01%
+25
1965
$1.68K ﹤0.01%
30
1966
$1.68K ﹤0.01%
+41
1967
$1.68K ﹤0.01%
69
-47
1968
$1.68K ﹤0.01%
+304
1969
$1.67K ﹤0.01%
+57
1970
$1.66K ﹤0.01%
91
1971
$1.65K ﹤0.01%
56
1972
$1.64K ﹤0.01%
93
1973
$1.63K ﹤0.01%
7
1974
$1.63K ﹤0.01%
59
1975
$1.62K ﹤0.01%
50
77 78
79
80 81