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
426
$64K 0.02%
283
-9
427
$64K 0.02%
1,076
+27
428
$64K 0.02%
396
-19
429
$62K 0.02%
490
+352
430
$61K 0.02%
1,072
+67
431
$61K 0.02%
1,757
+1,663
432
$60K 0.02%
2,146
-615
433
$60K 0.02%
459
+390
434
$60K 0.02%
1,655
+103
435
$60K 0.02%
612
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436
$60K 0.02%
+1,390
437
$59K 0.02%
454
-28
438
$59K 0.02%
1,933
439
$59K 0.02%
553
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440
$59K 0.02%
2,548
+1,703
441
$59K 0.02%
902
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$59K 0.02%
775
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$58K 0.01%
1,032
444
$58K 0.01%
469
-46
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239
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446
$57K 0.01%
1,000
447
$57K 0.01%
539
-88
448
$57K 0.01%
230
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449
$56K 0.01%
137
-6
450
$56K 0.01%
1,094
-13
16 17
18
19 20