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
2101
$961 ﹤0.01%
7
2102
$961 ﹤0.01%
25
-1,628
2103
$959 ﹤0.01%
32
2104
$953 ﹤0.01%
4
2105
$952 ﹤0.01%
12
2106
$951 ﹤0.01%
+62
2107
$949 ﹤0.01%
+28
2108
$948 ﹤0.01%
+96
2109
$946 ﹤0.01%
+58
2110
$943 ﹤0.01%
8
-4
2111
$937 ﹤0.01%
+115
2112
$936 ﹤0.01%
27
2113
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40
2114
$935 ﹤0.01%
38
2115
$930 ﹤0.01%
30
2116
$925 ﹤0.01%
+39
2117
$925 ﹤0.01%
+33
2118
$921 ﹤0.01%
62
-251
2119
$910 ﹤0.01%
48
+23
2120
$908 ﹤0.01%
+10
2121
$907 ﹤0.01%
28
-90
2122
$903 ﹤0.01%
27
2123
$900 ﹤0.01%
+130
2124
$898 ﹤0.01%
34
-11
2125
$875 ﹤0.01%
+85
83 84
85
86 87