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
2226
$440 ﹤0.01%
6
-6
2227
$404 ﹤0.01%
12
2228
$401 ﹤0.01%
34
2229
$400 ﹤0.01%
28
2230
$395 ﹤0.01%
500
2231
$391 ﹤0.01%
52
2232
$352 ﹤0.01%
34
2233
$346 ﹤0.01%
100
2234
$340 ﹤0.01%
+45
2235
$336 ﹤0.01%
6
2236
$333 ﹤0.01%
27
2237
$332 ﹤0.01%
4
2238
$303 ﹤0.01%
250
2239
$298 ﹤0.01%
6
2240
$290 ﹤0.01%
10
2241
$284 ﹤0.01%
30
2242
$284 ﹤0.01%
5
2243
$281 ﹤0.01%
20
-247
2244
$276 ﹤0.01%
+26
2245
$270 ﹤0.01%
31
2246
$266 ﹤0.01%
4
2247
$265 ﹤0.01%
3
-57
2248
$264 ﹤0.01%
18
2249
$244 ﹤0.01%
9
2250
$240 ﹤0.01%
3
88 89
90
91 92