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
$394M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,935
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$2.85M
3
+$2.05M
4
MSFT icon
Microsoft
MSFT
+$2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.81M

Top Sells

1
+$4.49M
2
+$1.96M
3
+$1.56M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.15M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$780K

Sector Composition

1 Technology 13.74%
2 Financials 6.04%
3 Industrials 4.37%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$75K 0.02%
773
+22
402
$75K 0.02%
3,830
403
$75K 0.02%
690
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404
$75K 0.02%
1,114
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405
$72K 0.02%
924
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406
$72K 0.02%
2,510
+2,065
407
$71K 0.02%
152
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408
$70K 0.02%
657
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409
$70K 0.02%
107
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410
$69K 0.02%
1,196
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411
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2,292
412
$68K 0.02%
260
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413
$68K 0.02%
933
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414
$68K 0.02%
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415
$68K 0.02%
1,359
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416
$68K 0.02%
664
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418
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421
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2,217
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422
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1,390
+1,248
423
$65K 0.02%
+632
424
$65K 0.02%
342
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425
$64K 0.02%
335
+61
15 16
17
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