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
801
$16K ﹤0.01%
140
802
$16K ﹤0.01%
273
+73
803
$16K ﹤0.01%
270
804
$16K ﹤0.01%
482
-297
805
$15K ﹤0.01%
113
+10
806
$15K ﹤0.01%
574
807
$15K ﹤0.01%
70
+36
808
$15K ﹤0.01%
486
-12
809
$15K ﹤0.01%
265
810
$15K ﹤0.01%
401
-418
811
$15K ﹤0.01%
1,315
+5
812
$15K ﹤0.01%
157
813
$15K ﹤0.01%
250
814
$15K ﹤0.01%
110
-27
815
$15K ﹤0.01%
233
+122
816
$15K ﹤0.01%
128
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817
$15K ﹤0.01%
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818
$15K ﹤0.01%
322
819
$15K ﹤0.01%
162
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820
$15K ﹤0.01%
208
821
$15K ﹤0.01%
151
822
$15K ﹤0.01%
318
823
$15K ﹤0.01%
417
824
$15K ﹤0.01%
+467
825
$15K ﹤0.01%
1,350
31 32
33
34 35