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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
3051
$763 ﹤0.01%
+4
3052
$761 ﹤0.01%
55
+38
3053
$759 ﹤0.01%
345
3054
$758 ﹤0.01%
65
3055
$758 ﹤0.01%
+28
3056
$756 ﹤0.01%
22
-2,746
3057
$753 ﹤0.01%
300
+84
3058
$752 ﹤0.01%
+80
3059
$750 ﹤0.01%
+36
3060
$743 ﹤0.01%
+18
3061
$739 ﹤0.01%
+112
3062
$739 ﹤0.01%
+216
3063
$730 ﹤0.01%
+25
3064
$728 ﹤0.01%
24
-25
3065
$726 ﹤0.01%
193
+118
3066
$726 ﹤0.01%
18
+17
3067
$723 ﹤0.01%
+20
3068
$716 ﹤0.01%
+22
3069
$716 ﹤0.01%
+9
3070
$716 ﹤0.01%
91
+66
3071
$715 ﹤0.01%
+43
3072
$712 ﹤0.01%
+16
3073
$711 ﹤0.01%
426
-63
3074
$704 ﹤0.01%
+52
3075
$703 ﹤0.01%
52
121 122
123
124 125