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
2001
$1.46K ﹤0.01%
53
-3
2002
$1.46K ﹤0.01%
264
-139
2003
$1.45K ﹤0.01%
+143
2004
$1.45K ﹤0.01%
51
-17
2005
$1.45K ﹤0.01%
42
-2,464
2006
$1.43K ﹤0.01%
+299
2007
$1.43K ﹤0.01%
414
2008
$1.43K ﹤0.01%
+821
2009
$1.43K ﹤0.01%
10
-178
2010
$1.42K ﹤0.01%
+126
2011
$1.42K ﹤0.01%
+866
2012
$1.42K ﹤0.01%
+176
2013
$1.41K ﹤0.01%
117
-414
2014
$1.41K ﹤0.01%
388
2015
$1.41K ﹤0.01%
123
2016
$1.41K ﹤0.01%
+571
2017
$1.41K ﹤0.01%
175
2018
$1.38K ﹤0.01%
216
2019
$1.38K ﹤0.01%
49
2020
$1.37K ﹤0.01%
43
-768
2021
$1.36K ﹤0.01%
35
2022
$1.34K ﹤0.01%
295
2023
$1.34K ﹤0.01%
+27
2024
$1.34K ﹤0.01%
49
-47
2025
$1.34K ﹤0.01%
+77
79 80
81
82 83