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
526
$31K 0.01%
+250
527
$31K 0.01%
+619
528
$31K 0.01%
+288
529
$31K 0.01%
+921
530
$30K 0.01%
+710
531
$30K 0.01%
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532
$30K 0.01%
+724
533
$30K 0.01%
+1,204
534
$30K 0.01%
+779
535
$30K 0.01%
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536
$30K 0.01%
+191
537
$30K 0.01%
+664
538
$30K 0.01%
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539
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540
$30K 0.01%
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541
$29K 0.01%
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542
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543
$29K 0.01%
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544
$29K 0.01%
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545
$29K 0.01%
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$29K 0.01%
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547
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548
$29K 0.01%
+4,037
549
$29K 0.01%
+216
550
$29K 0.01%
+5,960
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