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
601
$25K 0.01%
+126
602
$25K 0.01%
+1,235
603
$25K 0.01%
+371
604
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+318
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606
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+1,743
607
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+1,100
608
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+369
609
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+1,140
610
$24K 0.01%
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611
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612
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613
$24K 0.01%
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614
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615
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618
$24K 0.01%
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$24K 0.01%
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622
$24K 0.01%
+92
623
$24K 0.01%
+126
624
$23K 0.01%
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625
$23K 0.01%
+177
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