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
3701
$21 ﹤0.01%
+3
3702
$21 ﹤0.01%
+7
3703
$21 ﹤0.01%
+3
3704
$20 ﹤0.01%
+21
3705
$20 ﹤0.01%
+3
3706
$20 ﹤0.01%
+1
3707
$19 ﹤0.01%
+1
3708
$18 ﹤0.01%
6
-100
3709
$18 ﹤0.01%
+1
3710
$16 ﹤0.01%
2
-904
3711
$16 ﹤0.01%
+1
3712
$16 ﹤0.01%
+1
3713
$15 ﹤0.01%
+3
3714
$15 ﹤0.01%
+2
3715
$15 ﹤0.01%
+6
3716
$15 ﹤0.01%
+1
3717
$14 ﹤0.01%
+1
3718
$14 ﹤0.01%
+4
3719
$14 ﹤0.01%
+5
3720
$13 ﹤0.01%
+116
3721
$13 ﹤0.01%
+1
3722
$12 ﹤0.01%
+1
3723
$12 ﹤0.01%
10
3724
$11 ﹤0.01%
+1
3725
$11 ﹤0.01%
+3
147 148
149
150 151