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
3501
$132 ﹤0.01%
+10
3502
$132 ﹤0.01%
+13
3503
$132 ﹤0.01%
1
3504
$131 ﹤0.01%
42
3505
$130 ﹤0.01%
+28
3506
$130 ﹤0.01%
+17
3507
$130 ﹤0.01%
+82
3508
$130 ﹤0.01%
+21
3509
$129 ﹤0.01%
+4
3510
$129 ﹤0.01%
+17
3511
$123 ﹤0.01%
43
3512
$122 ﹤0.01%
+5
3513
$118 ﹤0.01%
+9
3514
$117 ﹤0.01%
16
3515
$115 ﹤0.01%
+6
3516
$114 ﹤0.01%
+99
3517
$112 ﹤0.01%
+6
3518
$111 ﹤0.01%
48
+25
3519
$111 ﹤0.01%
+14
3520
$111 ﹤0.01%
+34
3521
$111 ﹤0.01%
+35
3522
$110 ﹤0.01%
+50
3523
$110 ﹤0.01%
+4
3524
$110 ﹤0.01%
+101
3525
$109 ﹤0.01%
11
-15
139 140
141
142 143