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
2176
$594 ﹤0.01%
+376
2177
$591 ﹤0.01%
+98
2178
$585 ﹤0.01%
9
-1,818
2179
$585 ﹤0.01%
+9
2180
$582 ﹤0.01%
14
2181
$578 ﹤0.01%
23
+7
2182
$573 ﹤0.01%
+300
2183
$559 ﹤0.01%
+90
2184
$556 ﹤0.01%
64
2185
$554 ﹤0.01%
+126
2186
$553 ﹤0.01%
+83
2187
$551 ﹤0.01%
11
2188
$550 ﹤0.01%
39
2189
$550 ﹤0.01%
15
-147
2190
$538 ﹤0.01%
+86
2191
$538 ﹤0.01%
+10
2192
$537 ﹤0.01%
107
2193
$534 ﹤0.01%
+172
2194
$532 ﹤0.01%
+6
2195
$527 ﹤0.01%
+10
2196
$525 ﹤0.01%
91
-4,347
2197
$520 ﹤0.01%
+40
2198
$519 ﹤0.01%
+27
2199
$519 ﹤0.01%
+52
2200
$518 ﹤0.01%
+450
86 87
88
89 90