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
$1.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$7.42M
3
+$7.23M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.21M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$7.08M

Top Sells

1
+$7.05M
2
+$2.74M
3
+$2.57M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.1M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.74M

Sector Composition

1 Technology 12.25%
2 Financials 6.72%
3 Consumer Discretionary 6.69%
4 Industrials 3.4%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$260K 0.01%
4,572
-19
552
$259K 0.01%
1,104
+9
553
$259K 0.01%
2,705
+8
554
$259K 0.01%
2,905
+22
555
$258K 0.01%
2,799
-152
556
$258K 0.01%
31,970
+24,525
557
$257K 0.01%
2,831
+1,294
558
$255K 0.01%
2,427
+751
559
$255K 0.01%
2,850
+421
560
$253K 0.01%
5,967
-3,425
561
$253K 0.01%
726
+84
562
$252K 0.01%
10,251
+1,203
563
$251K 0.01%
5,074
-12,190
564
$251K 0.01%
5,026
+2,206
565
$251K 0.01%
1,975
+77
566
$251K 0.01%
972
+72
567
$251K 0.01%
3,105
-70
568
$250K 0.01%
2,392
+382
569
$248K 0.01%
3,029
+178
570
$248K 0.01%
897
-54
571
$248K 0.01%
5,454
+67
572
$247K 0.01%
2,456
+826
573
$247K 0.01%
1,037
+982
574
$247K 0.01%
145
+80
575
$246K 0.01%
2,084
-266
21 22
23
24 25