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
576
$27K 0.01%
+111
577
$26K 0.01%
+291
578
$26K 0.01%
+316
579
$26K 0.01%
+332
580
$26K 0.01%
+1,613
581
$26K 0.01%
+602
582
$26K 0.01%
+888
583
$26K 0.01%
+435
584
$26K 0.01%
+68
585
$26K 0.01%
+98
586
$26K 0.01%
+149
587
$26K 0.01%
+400
588
$26K 0.01%
+110
589
$26K 0.01%
+390
590
$25K 0.01%
+1,213
591
$25K 0.01%
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592
$25K 0.01%
+804
593
$25K 0.01%
+443
594
$25K 0.01%
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595
$25K 0.01%
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596
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597
$25K 0.01%
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598
$25K 0.01%
+638
599
$25K 0.01%
+1,830
600
$25K 0.01%
+1,555
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