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
1976
$1.62K ﹤0.01%
355
+115
1977
$1.61K ﹤0.01%
236
1978
$1.61K ﹤0.01%
186
1979
$1.6K ﹤0.01%
+60
1980
$1.6K ﹤0.01%
33
1981
$1.59K ﹤0.01%
31
1982
$1.58K ﹤0.01%
40
1983
$1.57K ﹤0.01%
51
1984
$1.57K ﹤0.01%
+59
1985
$1.56K ﹤0.01%
25
-10
1986
$1.55K ﹤0.01%
63
1987
$1.52K ﹤0.01%
257
-132
1988
$1.52K ﹤0.01%
33
-9
1989
$1.5K ﹤0.01%
+60
1990
$1.5K ﹤0.01%
118
1991
$1.5K ﹤0.01%
10
1992
$1.5K ﹤0.01%
113
1993
$1.49K ﹤0.01%
+312
1994
$1.49K ﹤0.01%
59
1995
$1.49K ﹤0.01%
109
1996
$1.48K ﹤0.01%
10
1997
$1.48K ﹤0.01%
54
1998
$1.47K ﹤0.01%
+219
1999
$1.47K ﹤0.01%
+7
2000
$1.46K ﹤0.01%
+424
78 79
80
81 82