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
2126
$873 ﹤0.01%
29
2127
$862 ﹤0.01%
32
2128
$856 ﹤0.01%
+36
2129
$855 ﹤0.01%
+41
2130
$853 ﹤0.01%
44
2131
$851 ﹤0.01%
+26
2132
$850 ﹤0.01%
+59
2133
$840 ﹤0.01%
+10
2134
$839 ﹤0.01%
+3
2135
$837 ﹤0.01%
19
-38
2136
$833 ﹤0.01%
+69
2137
$832 ﹤0.01%
58
-128
2138
$829 ﹤0.01%
57
2139
$828 ﹤0.01%
+25
2140
$826 ﹤0.01%
+30
2141
$822 ﹤0.01%
152
2142
$821 ﹤0.01%
24
2143
$811 ﹤0.01%
+11
2144
$810 ﹤0.01%
14
2145
$790 ﹤0.01%
+40
2146
$789 ﹤0.01%
29
2147
$778 ﹤0.01%
41
2148
$774 ﹤0.01%
100
2149
$767 ﹤0.01%
+25
2150
$767 ﹤0.01%
21
84 85
86
87 88