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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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 3.37%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$31K 0.01%
+148
527
$31K 0.01%
+722
528
$31K 0.01%
+288
529
$31K 0.01%
+921
530
$30K 0.01%
+724
531
$30K 0.01%
+779
532
$30K 0.01%
+708
533
$30K 0.01%
+191
534
$30K 0.01%
+664
535
$30K 0.01%
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536
$30K 0.01%
+553
537
$30K 0.01%
+1,204
538
$30K 0.01%
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539
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+194
540
$30K 0.01%
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541
$29K 0.01%
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542
$29K 0.01%
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543
$29K 0.01%
+4,037
544
$29K 0.01%
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545
$29K 0.01%
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$29K 0.01%
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547
$29K 0.01%
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548
$29K 0.01%
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549
$29K 0.01%
+579
550
$29K 0.01%
+287
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