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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
$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 4.38%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$36K 0.01%
649
+1
527
$36K 0.01%
852
528
$36K 0.01%
503
+3
529
$36K 0.01%
226
-18
530
$36K 0.01%
272
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531
$36K 0.01%
502
532
$35K 0.01%
4,992
+3,742
533
$35K 0.01%
2,195
534
$35K 0.01%
297
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535
$35K 0.01%
224
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536
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151
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537
$35K 0.01%
434
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538
$35K 0.01%
668
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539
$35K 0.01%
1,535
-126
540
$34K 0.01%
1,228
541
$34K 0.01%
555
542
$34K 0.01%
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$34K 0.01%
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$34K 0.01%
1,552
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$34K 0.01%
3,699
+1,853
547
$34K 0.01%
142
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548
$34K 0.01%
347
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549
$34K 0.01%
266
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550
$33K 0.01%
537
-419
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