We are live on ! Find out more
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
$394M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,935
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$2.85M
3
+$2.05M
4
MSFT icon
Microsoft
MSFT
+$2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.81M

Top Sells

1
+$4.49M
2
+$1.96M
3
+$1.56M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.15M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$780K

Sector Composition

1 Technology 13.74%
2 Financials 6.04%
3 Industrials 4.38%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$20K 0.01%
150
-150
702
$20K 0.01%
1,420
+1,326
703
$20K 0.01%
681
704
$20K 0.01%
528
+148
705
$20K 0.01%
255
706
$20K 0.01%
112
+80
707
$20K 0.01%
685
+121
708
$20K 0.01%
130
+74
709
$20K 0.01%
412
-119
710
$20K 0.01%
169
-26
711
$19K ﹤0.01%
303
-87
712
$19K ﹤0.01%
651
+234
713
$19K ﹤0.01%
855
-245
714
$19K ﹤0.01%
+425
715
$19K ﹤0.01%
420
716
$19K ﹤0.01%
462
-132
717
$19K ﹤0.01%
2,233
-1,804
718
$19K ﹤0.01%
466
+110
719
$19K ﹤0.01%
893
+293
720
$19K ﹤0.01%
334
+64
721
$19K ﹤0.01%
174
722
$19K ﹤0.01%
+133
723
$19K ﹤0.01%
779
+342
724
$19K ﹤0.01%
550
725
$19K ﹤0.01%
243
+48
27 28
29
30 31