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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
$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 3.37%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$16K ﹤0.01%
+318
777
$16K ﹤0.01%
+124
778
$16K ﹤0.01%
+131
779
$16K ﹤0.01%
+318
780
$16K ﹤0.01%
+38
781
$16K ﹤0.01%
+417
782
$16K ﹤0.01%
+223
783
$16K ﹤0.01%
+174
784
$16K ﹤0.01%
+9
785
$16K ﹤0.01%
+265
786
$16K ﹤0.01%
+229
787
$16K ﹤0.01%
+250
788
$16K ﹤0.01%
+855
789
$15K ﹤0.01%
+908
790
$15K ﹤0.01%
+81
791
$15K ﹤0.01%
+294
792
$15K ﹤0.01%
+145
793
$15K ﹤0.01%
+313
794
$15K ﹤0.01%
+285
795
$15K ﹤0.01%
+204
796
$15K ﹤0.01%
+103
797
$15K ﹤0.01%
+195
798
$15K ﹤0.01%
+436
799
$15K ﹤0.01%
+245
800
$15K ﹤0.01%
+80
30 31
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