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
$357M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,787
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$18.4M
3
+$15.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$14M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.98%
2 Financials 5.06%
3 Consumer Discretionary 3.91%
4 Industrials 3.36%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$238K 0.07%
+2,680
202
$236K 0.07%
+587
203
$235K 0.07%
+1,394
204
$233K 0.07%
+9,240
205
$232K 0.07%
+2,657
206
$229K 0.06%
+433
207
$226K 0.06%
+1,520
208
$226K 0.06%
+7,174
209
$226K 0.06%
+1,945
210
$226K 0.06%
+1,933
211
$226K 0.06%
+3,486
212
$225K 0.06%
+739
213
$223K 0.06%
+1,113
214
$222K 0.06%
+1,767
215
$220K 0.06%
+3,033
216
$214K 0.06%
+9,960
217
$213K 0.06%
+5,451
218
$212K 0.06%
+1,271
219
$210K 0.06%
+7,383
220
$210K 0.06%
+3,184
221
$202K 0.06%
+5,206
222
$200K 0.06%
+671
223
$198K 0.06%
+1,188
224
$195K 0.05%
+1,263
225
$194K 0.05%
+1,393
7 8
9
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