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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
751
$18K ﹤0.01%
178
-168
752
$18K ﹤0.01%
133
753
$18K ﹤0.01%
47
+9
754
$18K ﹤0.01%
126
755
$18K ﹤0.01%
482
756
$17K ﹤0.01%
96
+2
757
$17K ﹤0.01%
868
+88
758
$17K ﹤0.01%
269
759
$17K ﹤0.01%
124
760
$17K ﹤0.01%
341
+303
761
$17K ﹤0.01%
105
+37
762
$17K ﹤0.01%
219
-17
763
$17K ﹤0.01%
430
764
$17K ﹤0.01%
345
-65
765
$17K ﹤0.01%
353
766
$17K ﹤0.01%
110
+36
767
$17K ﹤0.01%
90
768
$17K ﹤0.01%
460
769
$17K ﹤0.01%
392
-272
770
$17K ﹤0.01%
290
+258
771
$17K ﹤0.01%
436
772
$17K ﹤0.01%
211
773
$17K ﹤0.01%
87
+7
774
$17K ﹤0.01%
199
-12
775
$17K ﹤0.01%
524
29 30
31
32 33