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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
3201
$487 ﹤0.01%
+23
3202
$486 ﹤0.01%
19
-11
3203
$483 ﹤0.01%
+10
3204
$482 ﹤0.01%
+30
3205
$481 ﹤0.01%
+7
3206
$480 ﹤0.01%
+18
3207
$480 ﹤0.01%
2,400
3208
$479 ﹤0.01%
22
3209
$479 ﹤0.01%
+34
3210
$477 ﹤0.01%
+13
3211
$475 ﹤0.01%
+14
3212
$474 ﹤0.01%
+114
3213
$474 ﹤0.01%
+85
3214
$472 ﹤0.01%
27
3215
$469 ﹤0.01%
+12
3216
$466 ﹤0.01%
35
3217
$463 ﹤0.01%
+7
3218
$462 ﹤0.01%
+42
3219
$461 ﹤0.01%
10
+2
3220
$458 ﹤0.01%
+7
3221
$457 ﹤0.01%
+26
3222
$456 ﹤0.01%
16
+6
3223
$454 ﹤0.01%
100
3224
$453 ﹤0.01%
+15
3225
$450 ﹤0.01%
+4
127 128
129
130 131