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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
626
$23K 0.01%
+904
627
$23K 0.01%
+475
628
$23K 0.01%
+127
629
$23K 0.01%
+455
630
$23K 0.01%
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631
$23K 0.01%
+255
632
$23K 0.01%
+593
633
$23K 0.01%
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634
$23K 0.01%
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635
$23K 0.01%
+246
636
$22K 0.01%
+1,593
637
$22K 0.01%
+315
638
$22K 0.01%
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639
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640
$22K 0.01%
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641
$22K 0.01%
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642
$22K 0.01%
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643
$22K 0.01%
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644
$22K 0.01%
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645
$22K 0.01%
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$22K 0.01%
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647
$22K 0.01%
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648
$22K 0.01%
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$22K 0.01%
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650
$22K 0.01%
+588
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