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
451
$44K 0.01%
+117
452
$43K 0.01%
+1,267
453
$43K 0.01%
+1,709
454
$43K 0.01%
+329
455
$43K 0.01%
+652
456
$43K 0.01%
+1,475
457
$42K 0.01%
+690
458
$42K 0.01%
+302
459
$42K 0.01%
+619
460
$41K 0.01%
+2,955
461
$41K 0.01%
+1,256
462
$41K 0.01%
+818
463
$41K 0.01%
+914
464
$41K 0.01%
+560
465
$41K 0.01%
+1,322
466
$40K 0.01%
+555
467
$40K 0.01%
+244
468
$40K 0.01%
+1,255
469
$39K 0.01%
+931
470
$39K 0.01%
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471
$39K 0.01%
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472
$39K 0.01%
+1,538
473
$39K 0.01%
+1,297
474
$39K 0.01%
+500
475
$38K 0.01%
+131
17 18
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