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
3726
$10 ﹤0.01%
+6
3727
$9 ﹤0.01%
+5
3728
$9 ﹤0.01%
+1
3729
$8 ﹤0.01%
1
-234
3730
$8 ﹤0.01%
1
-3
3731
$7 ﹤0.01%
+2
3732
$6 ﹤0.01%
+2
3733
$6 ﹤0.01%
+3
3734
$5 ﹤0.01%
+1
3735
$5 ﹤0.01%
+1
3736
$3 ﹤0.01%
+1
3737
– –
0
3738
$3 ﹤0.01%
+2
3739
– –
0
3740
$1 ﹤0.01%
1
3741
– –
0
3742
$1 ﹤0.01%
+1
3743
– –
-1,210
3744
– –
-2,000
3745
– –
0
3746
– –
-400
3747
– –
-12,000
3748
– –
-400
3749
– –
-2,500
3750
– –
-55
148 149
150
151 152