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
726
$18K 0.01%
+295
727
$18K 0.01%
+136
728
$18K 0.01%
+138
729
$18K 0.01%
+151
730
$18K 0.01%
+302
731
$18K 0.01%
+356
732
$18K 0.01%
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733
$18K 0.01%
+369
734
$18K 0.01%
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735
$18K 0.01%
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736
$18K 0.01%
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737
$18K 0.01%
+1,267
738
$18K 0.01%
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$18K 0.01%
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740
$17K ﹤0.01%
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741
$17K ﹤0.01%
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742
$17K ﹤0.01%
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743
$17K ﹤0.01%
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744
$17K ﹤0.01%
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$17K ﹤0.01%
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746
$17K ﹤0.01%
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747
$17K ﹤0.01%
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748
$17K ﹤0.01%
+427
749
$17K ﹤0.01%
+120
750
$17K ﹤0.01%
+296
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