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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
3001
$887 ﹤0.01%
15
-15
3002
$880 ﹤0.01%
+52
3003
$880 ﹤0.01%
+16
3004
$880 ﹤0.01%
21
3005
$880 ﹤0.01%
20
+4
3006
$878 ﹤0.01%
+26
3007
$877 ﹤0.01%
+32
3008
$873 ﹤0.01%
72
3009
$871 ﹤0.01%
461
+272
3010
$868 ﹤0.01%
55
3011
$866 ﹤0.01%
42
-549
3012
$866 ﹤0.01%
69
+53
3013
$859 ﹤0.01%
+27
3014
$851 ﹤0.01%
28
3015
$849 ﹤0.01%
84
-1,007
3016
$846 ﹤0.01%
+755
3017
$845 ﹤0.01%
+17
3018
$840 ﹤0.01%
+10
3019
$839 ﹤0.01%
118
3020
$836 ﹤0.01%
+29
3021
$834 ﹤0.01%
+38
3022
$833 ﹤0.01%
+63
3023
$832 ﹤0.01%
481
3024
$831 ﹤0.01%
31
+14
3025
$825 ﹤0.01%
+20
119 120
121
122 123