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
2076
$1.05K ﹤0.01%
91
2077
$1.05K ﹤0.01%
18
2078
$1.05K ﹤0.01%
+33
2079
$1.03K ﹤0.01%
9
-196
2080
$1.02K ﹤0.01%
113
-25
2081
$1.02K ﹤0.01%
10
2082
$1.02K ﹤0.01%
30
2083
$1.02K ﹤0.01%
46
2084
$1.02K ﹤0.01%
25
-356
2085
$1.01K ﹤0.01%
49
-469
2086
$998 ﹤0.01%
+65
2087
$998 ﹤0.01%
20
2088
$993 ﹤0.01%
11
2089
$985 ﹤0.01%
37
2090
$984 ﹤0.01%
+257
2091
$983 ﹤0.01%
61
-905
2092
$975 ﹤0.01%
30
2093
$974 ﹤0.01%
38
2094
$972 ﹤0.01%
+45
2095
$970 ﹤0.01%
+227
2096
$969 ﹤0.01%
47
2097
$967 ﹤0.01%
30
-24
2098
$966 ﹤0.01%
9
-162
2099
$965 ﹤0.01%
+40
2100
$965 ﹤0.01%
10
82 83
84
85 86