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
3426
$198 ﹤0.01%
5
-49
3427
$197 ﹤0.01%
+11
3428
$196 ﹤0.01%
+67
3429
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+107
3430
$195 ﹤0.01%
+42
3431
$195 ﹤0.01%
+3
3432
$193 ﹤0.01%
+37
3433
$192 ﹤0.01%
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3434
$192 ﹤0.01%
+6
3435
$189 ﹤0.01%
+12
3436
$188 ﹤0.01%
+14
3437
$188 ﹤0.01%
+117
3438
$188 ﹤0.01%
+26
3439
$186 ﹤0.01%
+8
3440
$184 ﹤0.01%
14
+11
3441
$184 ﹤0.01%
+51
3442
$180 ﹤0.01%
+9
3443
$180 ﹤0.01%
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3444
$179 ﹤0.01%
6
-34
3445
$179 ﹤0.01%
+5
3446
$178 ﹤0.01%
+15
3447
$178 ﹤0.01%
+21
3448
$176 ﹤0.01%
+12
3449
$173 ﹤0.01%
+30
3450
$173 ﹤0.01%
+13
136 137
138
139 140