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
2201
$517 ﹤0.01%
29
-110
2202
$516 ﹤0.01%
+31
2203
$515 ﹤0.01%
27
-131
2204
$513 ﹤0.01%
+29
2205
$510 ﹤0.01%
+53
2206
$508 ﹤0.01%
+18
2207
$506 ﹤0.01%
14
2208
$506 ﹤0.01%
+20
2209
$503 ﹤0.01%
+8
2210
$499 ﹤0.01%
+6
2211
$498 ﹤0.01%
+9
2212
$498 ﹤0.01%
+33
2213
$494 ﹤0.01%
+27
2214
$493 ﹤0.01%
+17
2215
$491 ﹤0.01%
6
2216
$490 ﹤0.01%
+15
2217
$483 ﹤0.01%
+22
2218
$483 ﹤0.01%
7
-4
2219
$480 ﹤0.01%
+13
2220
$461 ﹤0.01%
+99
2221
$458 ﹤0.01%
8
2222
$454 ﹤0.01%
+4
2223
$450 ﹤0.01%
10
-10
2224
$450 ﹤0.01%
40
2225
$449 ﹤0.01%
+24
87 88
89
90 91