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
2251
$239 ﹤0.01%
125
2252
$238 ﹤0.01%
19
2253
$219 ﹤0.01%
12
2254
$206 ﹤0.01%
10
2255
$201 ﹤0.01%
+17
2256
$199 ﹤0.01%
9
+3
2257
$189 ﹤0.01%
22
2258
$183 ﹤0.01%
9
2259
$182 ﹤0.01%
+10
2260
– –
0
2261
$167 ﹤0.01%
8
-763
2262
$165 ﹤0.01%
50
2263
$164 ﹤0.01%
15
2264
$162 ﹤0.01%
24
2265
$161 ﹤0.01%
26
2266
$148 ﹤0.01%
5
2267
– –
0
2268
$142 ﹤0.01%
31
2269
$139 ﹤0.01%
2
2270
$135 ﹤0.01%
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2271
$135 ﹤0.01%
50
2272
$135 ﹤0.01%
10
2273
$133 ﹤0.01%
7
2274
$132 ﹤0.01%
17
2275
$128 ﹤0.01%
15
89 90
91
92 93