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
2151
$756 ﹤0.01%
15
2152
$738 ﹤0.01%
29
2153
$736 ﹤0.01%
+47
2154
$728 ﹤0.01%
+43
2155
$727 ﹤0.01%
60
2156
$721 ﹤0.01%
1,250
2157
$702 ﹤0.01%
7
2158
$689 ﹤0.01%
+31
2159
$686 ﹤0.01%
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2160
$685 ﹤0.01%
+24
2161
$684 ﹤0.01%
49
-769
2162
$680 ﹤0.01%
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2163
$679 ﹤0.01%
+6
2164
$673 ﹤0.01%
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2165
$671 ﹤0.01%
20
-69
2166
$653 ﹤0.01%
30
2167
$651 ﹤0.01%
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2168
$647 ﹤0.01%
+30
2169
$642 ﹤0.01%
47
2170
$642 ﹤0.01%
75
2171
$636 ﹤0.01%
47
2172
$630 ﹤0.01%
4
-51
2173
$626 ﹤0.01%
18
-474
2174
$620 ﹤0.01%
50
2175
$609 ﹤0.01%
44
-104
85 86
87
88 89