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
501
$34K 0.01%
+181
502
$34K 0.01%
+786
503
$33K 0.01%
+342
504
$33K 0.01%
+480
505
$33K 0.01%
+2,029
506
$33K 0.01%
+479
507
$33K 0.01%
+1,640
508
$33K 0.01%
+93
509
$33K 0.01%
+820
510
$33K 0.01%
+177
511
$33K 0.01%
+354
512
$33K 0.01%
+819
513
$33K 0.01%
+500
514
$33K 0.01%
+1,330
515
$32K 0.01%
+183
516
$32K 0.01%
+278
517
$32K 0.01%
+228
518
$32K 0.01%
+2,154
519
$32K 0.01%
+206
520
$31K 0.01%
+133
521
$31K 0.01%
+148
522
$31K 0.01%
+288
523
$31K 0.01%
+116
524
$31K 0.01%
+192
525
$31K 0.01%
+722
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