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
351
$554K 0.03%
+18,562
352
$551K 0.03%
23,505
-11,882
353
$549K 0.03%
1,032
+13
354
$543K 0.03%
+15,455
355
$537K 0.03%
8,308
+1,410
356
$536K 0.03%
1,453
-308
357
$535K 0.03%
4,043
+18
358
$529K 0.03%
1,469
+243
359
$524K 0.03%
12,961
+2,514
360
$518K 0.03%
1,341
+32
361
$518K 0.03%
4,010
+493
362
$514K 0.03%
+18,916
363
$512K 0.03%
4,970
-140
364
$509K 0.03%
9,740
+463
365
$506K 0.03%
12,841
+2
366
$504K 0.03%
8,616
+355
367
$504K 0.03%
11,416
-196
368
$503K 0.03%
1,541
+11
369
$500K 0.03%
531
+299
370
$499K 0.03%
1,464
+19
371
$497K 0.03%
8,375
+136
372
$496K 0.03%
51,024
+25,060
373
$492K 0.03%
5,763
-3,607
374
$490K 0.03%
3,885
+378
375
$490K 0.03%
2,216
+169
13 14
15
16 17