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
3251
$414 ﹤0.01%
22
-2,962
3252
$412 ﹤0.01%
+40
3253
$411 ﹤0.01%
27
3254
$409 ﹤0.01%
+4
3255
$408 ﹤0.01%
+21
3256
$406 ﹤0.01%
+107
3257
$405 ﹤0.01%
21
+4
3258
$400 ﹤0.01%
+27
3259
$399 ﹤0.01%
17
-92
3260
$398 ﹤0.01%
+6
3261
$395 ﹤0.01%
+59
3262
$395 ﹤0.01%
25
-50
3263
$394 ﹤0.01%
+29
3264
$393 ﹤0.01%
+178
3265
$390 ﹤0.01%
+25
3266
$390 ﹤0.01%
252
+227
3267
$389 ﹤0.01%
29
3268
$388 ﹤0.01%
+16
3269
$388 ﹤0.01%
+7
3270
$387 ﹤0.01%
27
3271
$387 ﹤0.01%
+7
3272
$386 ﹤0.01%
+10
3273
$386 ﹤0.01%
+20
3274
$382 ﹤0.01%
646
+317
3275
$379 ﹤0.01%
+31
129 130
131
132 133