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
751
$17K ﹤0.01%
+931
752
$17K ﹤0.01%
+4,152
753
$17K ﹤0.01%
+452
754
$17K ﹤0.01%
+490
755
$17K ﹤0.01%
+223
756
$17K ﹤0.01%
+189
757
$17K ﹤0.01%
+500
758
$17K ﹤0.01%
+260
759
$17K ﹤0.01%
+217
760
$17K ﹤0.01%
+124
761
$17K ﹤0.01%
+133
762
$17K ﹤0.01%
+391
763
$16K ﹤0.01%
+955
764
$16K ﹤0.01%
+68
765
$16K ﹤0.01%
+1,068
766
$16K ﹤0.01%
+980
767
$16K ﹤0.01%
+38
768
$16K ﹤0.01%
+417
769
$16K ﹤0.01%
+223
770
$16K ﹤0.01%
+174
771
$16K ﹤0.01%
+478
772
$16K ﹤0.01%
+127
773
$16K ﹤0.01%
+459
774
$16K ﹤0.01%
+97
775
$16K ﹤0.01%
+318
29 30
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32 33