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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
3126
$579 ﹤0.01%
23
+6
3127
$579 ﹤0.01%
21
3128
$578 ﹤0.01%
+12
3129
$577 ﹤0.01%
477
3130
$577 ﹤0.01%
+47
3131
$576 ﹤0.01%
+43
3132
$573 ﹤0.01%
+12
3133
$573 ﹤0.01%
87
+81
3134
$571 ﹤0.01%
+33
3135
$571 ﹤0.01%
50
3136
$571 ﹤0.01%
14
+13
3137
$570 ﹤0.01%
+39
3138
$570 ﹤0.01%
+16
3139
$569 ﹤0.01%
+42
3140
$568 ﹤0.01%
+1
3141
$562 ﹤0.01%
+27
3142
$562 ﹤0.01%
+10
3143
$561 ﹤0.01%
+37
3144
$553 ﹤0.01%
+27
3145
$553 ﹤0.01%
33
3146
$553 ﹤0.01%
51
-314
3147
$552 ﹤0.01%
+26
3148
$552 ﹤0.01%
+85
3149
$551 ﹤0.01%
+175
3150
$551 ﹤0.01%
+54
124 125
126
127 128