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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
701
$19K 0.01%
+218
702
$19K 0.01%
+252
703
$19K 0.01%
+284
704
$19K 0.01%
+1,235
705
$19K 0.01%
+533
706
$19K 0.01%
+1,069
707
$19K 0.01%
+508
708
$19K 0.01%
+2,101
709
$19K 0.01%
+318
710
$19K 0.01%
+584
711
$19K 0.01%
+420
712
$19K 0.01%
+410
713
$19K 0.01%
+347
714
$19K 0.01%
+678
715
$19K 0.01%
+564
716
$19K 0.01%
+94
717
$19K 0.01%
+174
718
$19K 0.01%
+522
719
$19K 0.01%
+643
720
$19K 0.01%
+72
721
$19K 0.01%
+250
722
$19K 0.01%
+200
723
$19K 0.01%
+386
724
$19K 0.01%
+137
725
$18K 0.01%
+138
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