EWA
EverSource Wealth Advisors Portfolio holdings
AUM
$2.21B
1-Year Return
22.38%
This Quarter Return
+9.09%
1 Year Return
+22.38%
3 Year Return
+69.95%
5 Year Return
–
10 Year Return
–
AUM
$660M
AUM Growth
+$224M
(+51%)
Cap. Flow
+$189M
Cap. Flow
% of AUM
28.62%
Top 10 Holdings %
Top 10 Hldgs %
24.93%
Holding
2,487
New
436
Increased
710
Reduced
633
Closed
175
Top Buys
| 1 |
Vanguard Health Care ETF
VHT
|
$12.6M |
| 2 |
Vanguard Value ETF
VTV
|
$9.97M |
| 3 |
iShares Gold Trust
IAU
|
$9.26M |
| 4 |
Vanguard Growth ETF
VUG
|
$9.17M |
| 5 |
Progressive
PGR
|
$7.99M |
Top Sells
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$5.48M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.03M |
| 3 |
Analog Devices
ADI
|
$1.01M |
| 4 |
Mastercard
MA
|
$768K |
| 5 |
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% |
