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
3376
$250 ﹤0.01%
+38
3377
$249 ﹤0.01%
13
+1
3378
$249 ﹤0.01%
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3379
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3380
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3381
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3382
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3383
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3384
$244 ﹤0.01%
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3385
$243 ﹤0.01%
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3386
$242 ﹤0.01%
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3387
$242 ﹤0.01%
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3388
$242 ﹤0.01%
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3389
$241 ﹤0.01%
+3
3390
$240 ﹤0.01%
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3391
$239 ﹤0.01%
+6
3392
$237 ﹤0.01%
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3393
$237 ﹤0.01%
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3394
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3395
$236 ﹤0.01%
82
+6
3396
$236 ﹤0.01%
+3
3397
$235 ﹤0.01%
+8
3398
$235 ﹤0.01%
40
+4
3399
– –
0
3400
$233 ﹤0.01%
35
134 135
136
137 138