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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$7.42M
3
+$7.23M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.21M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$7.08M

Top Sells

1
+$7.05M
2
+$2.74M
3
+$2.57M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.1M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.74M

Sector Composition

1 Technology 12.25%
2 Financials 6.72%
3 Consumer Discretionary 6.69%
4 Industrials 3.4%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2726
$1.9K ﹤0.01%
20
2727
$1.89K ﹤0.01%
32
+4
2728
$1.89K ﹤0.01%
95
+45
2729
$1.88K ﹤0.01%
179
+77
2730
$1.88K ﹤0.01%
24
+3
2731
$1.88K ﹤0.01%
20
-64
2732
$1.88K ﹤0.01%
90
+26
2733
$1.87K ﹤0.01%
68
+47
2734
$1.87K ﹤0.01%
+796
2735
$1.87K ﹤0.01%
+66
2736
$1.87K ﹤0.01%
46
2737
$1.86K ﹤0.01%
+325
2738
$1.86K ﹤0.01%
66
+32
2739
$1.85K ﹤0.01%
723
2740
$1.85K ﹤0.01%
47
+35
2741
$1.85K ﹤0.01%
+222
2742
$1.85K ﹤0.01%
158
+10
2743
$1.84K ﹤0.01%
+228
2744
$1.84K ﹤0.01%
132
-1
2745
$1.83K ﹤0.01%
180
+175
2746
$1.82K ﹤0.01%
47
+4
2747
$1.82K ﹤0.01%
41
2748
$1.81K ﹤0.01%
50
+24
2749
$1.8K ﹤0.01%
+34
2750
$1.8K ﹤0.01%
48
-15
108 109
110
111 112