EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,487
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.79M
3
+$9.5M
4
IAU icon
iShares Gold Trust
IAU
+$8.79M
5
PGR icon
Progressive
PGR
+$7.81M

Top Sells

1
+$5.48M
2
+$1.03M
3
+$962K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$768K
5
MA icon
Mastercard
MA
+$727K

Sector Composition

1 Technology 10.29%
2 Financials 8.03%
3 Consumer Discretionary 6.13%
4 Healthcare 4.93%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$305K 0.05%
510
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277
$305K 0.05%
423
+156
278
$304K 0.05%
13,818
-25
279
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280
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281
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2,231
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282
$302K 0.05%
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283
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284
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16,258
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285
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286
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4,448
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287
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288
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289
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1,870
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290
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291
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293
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294
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295
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-391
296
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590
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297
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2,624
+2,597
298
$276K 0.04%
691
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299
$274K 0.04%
23,102
+6,218
300
$273K 0.04%
1,132
-403
10 11
12
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