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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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 3.37%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$57K 0.02%
+648
402
$57K 0.02%
+1,700
403
$57K 0.02%
+582
404
$57K 0.02%
+1,153
405
$56K 0.02%
+6,852
406
$56K 0.02%
+2,116
407
$56K 0.02%
+108
408
$56K 0.02%
+780
409
$56K 0.02%
+200
410
$56K 0.02%
+1,107
411
$56K 0.02%
+274
412
$55K 0.02%
+858
413
$55K 0.02%
+631
414
$55K 0.02%
+1,307
415
$54K 0.02%
+84
416
$53K 0.01%
+2,089
417
$53K 0.01%
+481
418
$53K 0.01%
+1,933
419
$52K 0.01%
+590
420
$52K 0.01%
+302
421
$52K 0.01%
+400
422
$51K 0.01%
+400
423
$51K 0.01%
+838
424
$51K 0.01%
+133
425
$51K 0.01%
+3,830
15 16
17
18 19