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
2026
$1.33K ﹤0.01%
+671
2027
$1.32K ﹤0.01%
4
+2
2028
$1.3K ﹤0.01%
39
-1,209
2029
$1.29K ﹤0.01%
81
-127
2030
$1.29K ﹤0.01%
+456
2031
$1.27K ﹤0.01%
27
2032
$1.27K ﹤0.01%
21
2033
$1.27K ﹤0.01%
+25
2034
$1.26K ﹤0.01%
36
-261
2035
$1.26K ﹤0.01%
44
-456
2036
$1.26K ﹤0.01%
+95
2037
$1.25K ﹤0.01%
35
2038
$1.25K ﹤0.01%
+113
2039
$1.24K ﹤0.01%
30
+24
2040
$1.23K ﹤0.01%
23
2041
$1.23K ﹤0.01%
15
-301
2042
$1.21K ﹤0.01%
+76
2043
$1.19K ﹤0.01%
120
+19
2044
$1.18K ﹤0.01%
4
-4
2045
$1.18K ﹤0.01%
9
-250
2046
$1.17K ﹤0.01%
5
2047
$1.17K ﹤0.01%
6
2048
$1.16K ﹤0.01%
174
2049
$1.15K ﹤0.01%
135
2050
$1.15K ﹤0.01%
39
80 81
82
83 84