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
3551
$93 ﹤0.01%
+3
3552
$93 ﹤0.01%
+12
3553
$93 ﹤0.01%
8
+6
3554
$92 ﹤0.01%
+26
3555
$92 ﹤0.01%
3
3556
$92 ﹤0.01%
6
3557
$91 ﹤0.01%
+1
3558
$91 ﹤0.01%
1
3559
$90 ﹤0.01%
+8
3560
$90 ﹤0.01%
+13
3561
$88 ﹤0.01%
+3
3562
$88 ﹤0.01%
+4
3563
$87 ﹤0.01%
+12
3564
$87 ﹤0.01%
+16
3565
$86 ﹤0.01%
+3
3566
$85 ﹤0.01%
15
-372
3567
$85 ﹤0.01%
+8
3568
$84 ﹤0.01%
+8
3569
$84 ﹤0.01%
+2
3570
$84 ﹤0.01%
+12
3571
$83 ﹤0.01%
+11
3572
$82 ﹤0.01%
+5
3573
$82 ﹤0.01%
+14
3574
$81 ﹤0.01%
50
3575
$80 ﹤0.01%
+8
141 142
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