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
176
$595K 0.09%
5,183
-1,362
177
$595K 0.09%
4,691
-952
178
$594K 0.09%
5,873
-438
179
$590K 0.09%
3,458
+507
180
$573K 0.09%
4,318
-1,846
181
$570K 0.09%
7,451
+6,740
182
$560K 0.08%
7,516
+2,097
183
$549K 0.08%
6,900
-1,301
184
$542K 0.08%
11,040
-2,148
185
$540K 0.08%
5,189
-2,258
186
$539K 0.08%
7,902
-2,254
187
$535K 0.08%
5,762
-1,206
188
$534K 0.08%
+8,623
189
$532K 0.08%
1,037
-117
190
$529K 0.08%
6,314
-51
191
$528K 0.08%
6,319
-5,277
192
$522K 0.08%
13,254
+208
193
$517K 0.08%
6,656
-1,417
194
$516K 0.08%
2,386
-1,867
195
$508K 0.08%
10,500
-8,145
196
$504K 0.08%
7,436
-1,518
197
$495K 0.08%
+36,904
198
$494K 0.07%
7,304
-2,174
199
$491K 0.07%
2,371
-1,053
200
$488K 0.07%
1,472
+2
6 7
8
9 10