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
776
$17K ﹤0.01%
290
+258
777
$17K ﹤0.01%
438
+187
778
$16K ﹤0.01%
72
-29
779
$16K ﹤0.01%
38
+18
780
$16K ﹤0.01%
305
781
$16K ﹤0.01%
398
+56
782
$16K ﹤0.01%
657
+382
783
$16K ﹤0.01%
404
+369
784
$16K ﹤0.01%
436
-1,740
785
$16K ﹤0.01%
644
+69
786
$16K ﹤0.01%
4,152
787
$16K ﹤0.01%
658
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788
$16K ﹤0.01%
189
789
$16K ﹤0.01%
63
-9
790
$16K ﹤0.01%
260
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$16K ﹤0.01%
344
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$16K ﹤0.01%
250
793
$16K ﹤0.01%
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794
$16K ﹤0.01%
343
795
$16K ﹤0.01%
98
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796
$16K ﹤0.01%
118
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797
$16K ﹤0.01%
121
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798
$16K ﹤0.01%
65
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799
$16K ﹤0.01%
196
800
$16K ﹤0.01%
173
+7
30 31
32
33 34