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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
2951
$1.02K ﹤0.01%
+21
2952
$1.02K ﹤0.01%
90
-413
2953
$1.01K ﹤0.01%
157
2954
$1.01K ﹤0.01%
137
-4,222
2955
$1.01K ﹤0.01%
38
-112
2956
$1.01K ﹤0.01%
197
+86
2957
$1.01K ﹤0.01%
+96
2958
$1.01K ﹤0.01%
1,250
2959
$1K ﹤0.01%
+41
2960
$1K ﹤0.01%
+60
2961
$1K ﹤0.01%
103
-345
2962
$980 ﹤0.01%
30
2963
$979 ﹤0.01%
319
-197
2964
$979 ﹤0.01%
53
-209
2965
$978 ﹤0.01%
198
-1,399
2966
$977 ﹤0.01%
+41
2967
$975 ﹤0.01%
66
+22
2968
$975 ﹤0.01%
+28
2969
$972 ﹤0.01%
157
-23
2970
$971 ﹤0.01%
15
-12
2971
$970 ﹤0.01%
+25
2972
$967 ﹤0.01%
+30
2973
$964 ﹤0.01%
192
+4
2974
$964 ﹤0.01%
20
-44
2975
$962 ﹤0.01%
20
-700
117 118
119
120 121