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
$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
276
$804K 0.05%
31,694
+31,635
277
$796K 0.04%
5,277
+20
278
$795K 0.04%
27,797
+12,521
279
$789K 0.04%
4,210
+26
280
$786K 0.04%
3,828
-403
281
$779K 0.04%
34,282
+1,563
282
$777K 0.04%
3,536
+872
283
$772K 0.04%
6,296
+210
284
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6,968
+1,156
285
$770K 0.04%
5,594
+365
286
$765K 0.04%
746
+257
287
$764K 0.04%
3,417
+163
288
$760K 0.04%
22,398
+20,078
289
$759K 0.04%
6,190
+76
290
$757K 0.04%
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291
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292
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28,033
+4,508
293
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1,751
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294
$734K 0.04%
1,181
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295
$733K 0.04%
16,318
+490
296
$730K 0.04%
21,621
+14
297
$728K 0.04%
2,487
+151
298
$723K 0.04%
10,658
+19
299
$723K 0.04%
30,416
300
$710K 0.04%
2,088
+302
10 11
12
13 14