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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
2876
$1.3K ﹤0.01%
772
+84
2877
$1.3K ﹤0.01%
+223
2878
$1.29K ﹤0.01%
103
-588
2879
$1.29K ﹤0.01%
+30
2880
$1.28K ﹤0.01%
57
2881
$1.26K ﹤0.01%
+195
2882
$1.25K ﹤0.01%
250
2883
$1.25K ﹤0.01%
51
+22
2884
$1.25K ﹤0.01%
39
+16
2885
$1.24K ﹤0.01%
55
-1,146
2886
$1.24K ﹤0.01%
+39
2887
$1.24K ﹤0.01%
+79
2888
$1.23K ﹤0.01%
50
2889
$1.23K ﹤0.01%
7
-6
2890
$1.23K ﹤0.01%
+12
2891
$1.21K ﹤0.01%
142
+120
2892
$1.21K ﹤0.01%
+174
2893
$1.2K ﹤0.01%
185
+17
2894
$1.2K ﹤0.01%
+200
2895
$1.2K ﹤0.01%
+13
2896
$1.2K ﹤0.01%
+42
2897
$1.19K ﹤0.01%
23
+9
2898
$1.18K ﹤0.01%
48
2899
$1.18K ﹤0.01%
+11
2900
$1.18K ﹤0.01%
19
114 115
116
117 118