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
3326
$315 ﹤0.01%
+13
3327
$314 ﹤0.01%
14
3328
$313 ﹤0.01%
21
+13
3329
$312 ﹤0.01%
20
-7
3330
$312 ﹤0.01%
+27
3331
$310 ﹤0.01%
113
3332
$309 ﹤0.01%
68
-48
3333
$308 ﹤0.01%
+22
3334
$308 ﹤0.01%
+20
3335
$308 ﹤0.01%
+22
3336
$308 ﹤0.01%
+37
3337
$307 ﹤0.01%
+14
3338
$304 ﹤0.01%
+22
3339
$303 ﹤0.01%
+14
3340
$298 ﹤0.01%
+2
3341
$296 ﹤0.01%
+11
3342
$293 ﹤0.01%
+110
3343
$292 ﹤0.01%
30
3344
$291 ﹤0.01%
+31
3345
$291 ﹤0.01%
+31
3346
$291 ﹤0.01%
+9
3347
$291 ﹤0.01%
+4
3348
$290 ﹤0.01%
5
-2
3349
$290 ﹤0.01%
+16
3350
$290 ﹤0.01%
+4
132 133
134
135 136