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
$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 4.37%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$19K ﹤0.01%
174
727
$19K ﹤0.01%
+133
728
$19K ﹤0.01%
1,235
729
$19K ﹤0.01%
33
-4
730
$19K ﹤0.01%
303
-87
731
$19K ﹤0.01%
108
-588
732
$19K ﹤0.01%
779
+342
733
$18K ﹤0.01%
365
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734
$18K ﹤0.01%
91
-42
735
$18K ﹤0.01%
340
+56
736
$18K ﹤0.01%
87
-11
737
$18K ﹤0.01%
473
738
$18K ﹤0.01%
52
+19
739
$18K ﹤0.01%
123
-58
740
$18K ﹤0.01%
126
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741
$18K ﹤0.01%
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742
$18K ﹤0.01%
386
743
$18K ﹤0.01%
1,000
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744
$18K ﹤0.01%
266
+81
745
$18K ﹤0.01%
126
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746
$18K ﹤0.01%
178
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747
$18K ﹤0.01%
133
748
$18K ﹤0.01%
47
+9
749
$18K ﹤0.01%
1,189
750
$18K ﹤0.01%
126
28 29
30
31 32