EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.21B
1-Year Est. Return 22.38%
This Quarter Est. Return
1 Year Est. Return
+22.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,787
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$18.4M
3
+$15.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$14M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.98%
2 Financials 5.06%
3 Consumer Discretionary 3.91%
4 Industrials 3.36%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 5.31%
+371,428
2
$18.4M 5.15%
+226,284
3
$15.6M 4.37%
+64,693
4
$14M 3.93%
+32,152
5
$12.4M 3.48%
+72,458
6
$12.2M 3.43%
+68,916
7
$12M 3.36%
+526,275
8
$7.07M 1.98%
+21,020
9
$6.99M 1.96%
+105,108
10
$6.84M 1.92%
+129,550
11
$6.58M 1.84%
+25,253
12
$6.29M 1.76%
+58,852
13
$5.35M 1.5%
+184,734
14
$5.32M 1.49%
+107,563
15
$4.99M 1.4%
+33,210
16
$4.26M 1.19%
+45,916
17
$4.26M 1.19%
+82,349
18
$3.97M 1.11%
+12,359
19
$3.71M 1.04%
+22,220
20
$3.53M 0.99%
+44,004
21
$3.43M 0.96%
+97,194
22
$3.31M 0.93%
+18,534
23
$3.3M 0.92%
+14,610
24
$3.05M 0.85%
+92,840
25
$3.01M 0.84%
+111,864
1
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