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
2276
$116 ﹤0.01%
16
2277
$105 ﹤0.01%
+9
2278
$105 ﹤0.01%
6
2279
$89 ﹤0.01%
8
2280
$78 ﹤0.01%
10
2281
$69 ﹤0.01%
1,000
2282
$62 ﹤0.01%
5
2283
$49 ﹤0.01%
300
2284
$46 ﹤0.01%
+1
2285
$41 ﹤0.01%
+1,800
2286
$40 ﹤0.01%
+200
2287
$40 ﹤0.01%
12
2288
$37 ﹤0.01%
2
2289
$36 ﹤0.01%
100
2290
$31 ﹤0.01%
5
2291
– –
0
2292
$23 ﹤0.01%
3
2293
$15 ﹤0.01%
+23
2294
$13 ﹤0.01%
+500
2295
– –
-1,061
2296
– –
0
2297
$6 ﹤0.01%
1
2298
$4 ﹤0.01%
2
2299
– –
0
2300
$1 ﹤0.01%
1
-1
90 91
92
93 94