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
$357M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,787
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$18.5M
3
+$15.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$13.6M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.98%
2 Financials 5.06%
3 Consumer Discretionary 3.91%
4 Industrials 3.36%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$64K 0.02%
+482
377
$64K 0.02%
+232
378
$64K 0.02%
+4,046
379
$63K 0.02%
+384
380
$63K 0.02%
+1,800
381
$63K 0.02%
+609
382
$63K 0.02%
+740
383
$62K 0.02%
+1,000
384
$62K 0.02%
+1,101
385
$62K 0.02%
+184
386
$62K 0.02%
+2,195
387
$62K 0.02%
+534
388
$62K 0.02%
+2,296
389
$61K 0.02%
+2,230
390
$61K 0.02%
+680
391
$60K 0.02%
+1,040
392
$59K 0.02%
+759
393
$59K 0.02%
+1,005
394
$59K 0.02%
+4,783
395
$59K 0.02%
+1,154
396
$59K 0.02%
+1,413
397
$59K 0.02%
+292
398
$58K 0.02%
+1,552
399
$58K 0.02%
+800
400
$57K 0.02%
+1,153
14 15
16
17 18