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
201
$487K 0.07%
951
-103
202
$486K 0.07%
11,073
-3,329
203
$480K 0.07%
2,009
-596
204
$472K 0.07%
5,428
-821
205
$466K 0.07%
10,834
-1,941
206
$466K 0.07%
5,023
+3,085
207
$461K 0.07%
1,922
+236
208
$458K 0.07%
3,910
-119
209
$456K 0.07%
20,314
+2,397
210
$455K 0.07%
2,660
-477
211
$449K 0.07%
823
-237
212
$446K 0.07%
12,776
-441
213
$446K 0.07%
11,713
214
$445K 0.07%
4,405
+4,004
215
$439K 0.07%
18,950
+471
216
$439K 0.07%
2,588
+1,785
217
$438K 0.07%
16,307
+2,103
218
$431K 0.07%
2,130
-1,521
219
$430K 0.07%
3,358
-902
220
$429K 0.07%
4,326
+1,882
221
$425K 0.06%
2,135
-2,536
222
$423K 0.06%
4,102
+1,208
223
$417K 0.06%
1,625
-742
224
$416K 0.06%
1,561
-200
225
$414K 0.06%
5,012
-2,416
7 8
9
10 11