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
3676
$30 ﹤0.01%
+2
3677
$30 ﹤0.01%
+4
3678
$30 ﹤0.01%
+5
3679
$30 ﹤0.01%
+1
3680
$28 ﹤0.01%
13
3681
$28 ﹤0.01%
+5
3682
$28 ﹤0.01%
2
-39
3683
$28 ﹤0.01%
+4
3684
$27 ﹤0.01%
+14
3685
$27 ﹤0.01%
+6
3686
$27 ﹤0.01%
+19
3687
$26 ﹤0.01%
+3
3688
$25 ﹤0.01%
+1
3689
$25 ﹤0.01%
+2
3690
$24 ﹤0.01%
+32
3691
$24 ﹤0.01%
+7
3692
$24 ﹤0.01%
+6
3693
$24 ﹤0.01%
+1
3694
$23 ﹤0.01%
13
3695
$23 ﹤0.01%
+2
3696
$22 ﹤0.01%
+1
3697
$22 ﹤0.01%
+10
3698
$22 ﹤0.01%
1
-650
3699
$22 ﹤0.01%
+3
3700
$22 ﹤0.01%
1,724
146 147
148
149 150