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
751
$18K ﹤0.01%
482
752
$18K ﹤0.01%
244
-69
753
$18K ﹤0.01%
77
-12
754
$18K ﹤0.01%
522
755
$18K ﹤0.01%
121
+100
756
$17K ﹤0.01%
219
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757
$17K ﹤0.01%
345
-65
758
$17K ﹤0.01%
110
+36
759
$17K ﹤0.01%
436
760
$17K ﹤0.01%
460
761
$17K ﹤0.01%
868
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762
$17K ﹤0.01%
269
763
$17K ﹤0.01%
124
764
$17K ﹤0.01%
341
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765
$17K ﹤0.01%
211
766
$17K ﹤0.01%
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767
$17K ﹤0.01%
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768
$17K ﹤0.01%
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769
$17K ﹤0.01%
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770
$17K ﹤0.01%
100
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771
$17K ﹤0.01%
199
-12
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$17K ﹤0.01%
524
773
$17K ﹤0.01%
90
774
$17K ﹤0.01%
96
+2
775
$17K ﹤0.01%
392
-272
29 30
31
32 33