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
2051
$1.14K ﹤0.01%
+121
2052
$1.14K ﹤0.01%
+43
2053
$1.13K ﹤0.01%
35
2054
$1.12K ﹤0.01%
5
2055
$1.12K ﹤0.01%
287
2056
$1.11K ﹤0.01%
32
-503
2057
$1.11K ﹤0.01%
4
2058
$1.11K ﹤0.01%
26
2059
$1.11K ﹤0.01%
49
2060
$1.11K ﹤0.01%
135
-599
2061
$1.1K ﹤0.01%
+53
2062
$1.1K ﹤0.01%
31
2063
$1.1K ﹤0.01%
25
2064
$1.1K ﹤0.01%
+22
2065
$1.1K ﹤0.01%
+65
2066
$1.1K ﹤0.01%
47
+37
2067
$1.1K ﹤0.01%
+24
2068
$1.09K ﹤0.01%
12
2069
$1.08K ﹤0.01%
9
-2
2070
$1.07K ﹤0.01%
40
2071
$1.07K ﹤0.01%
13
2072
$1.07K ﹤0.01%
13
2073
$1.07K ﹤0.01%
18
-2,143
2074
$1.06K ﹤0.01%
23
2075
$1.06K ﹤0.01%
36
81 82
83
84 85