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
$357M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,787
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$18.4M
3
+$15.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$14M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.98%
2 Financials 5.06%
3 Consumer Discretionary 3.91%
4 Industrials 3.36%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$291K 0.08%
+899
177
$290K 0.08%
+4,957
178
$286K 0.08%
+2,510
179
$286K 0.08%
+3,599
180
$286K 0.08%
+1,564
181
$283K 0.08%
+2,076
182
$282K 0.08%
+801
183
$276K 0.08%
+15,150
184
$271K 0.08%
+1,784
185
$264K 0.07%
+3,610
186
$260K 0.07%
+891
187
$259K 0.07%
+389
188
$258K 0.07%
+6,381
189
$256K 0.07%
+5,303
190
$256K 0.07%
+2,440
191
$255K 0.07%
+551
192
$251K 0.07%
+2,340
193
$249K 0.07%
+6,269
194
$248K 0.07%
+7,251
195
$247K 0.07%
+818
196
$247K 0.07%
+2,043
197
$245K 0.07%
+102
198
$245K 0.07%
+2,117
199
$245K 0.07%
+1,895
200
$241K 0.07%
+2,828
6 7
8
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