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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
826
$14K ﹤0.01%
+23
827
$14K ﹤0.01%
+430
828
$14K ﹤0.01%
+55
829
$14K ﹤0.01%
+126
830
$14K ﹤0.01%
+380
831
$14K ﹤0.01%
+445
832
$14K ﹤0.01%
+90
833
$14K ﹤0.01%
+1,410
834
$14K ﹤0.01%
+80
835
$14K ﹤0.01%
+244
836
$14K ﹤0.01%
+270
837
$14K ﹤0.01%
+481
838
$13K ﹤0.01%
+24
839
$13K ﹤0.01%
+74
840
$13K ﹤0.01%
+344
841
$13K ﹤0.01%
+480
842
$13K ﹤0.01%
+1,189
843
$13K ﹤0.01%
+20
844
$13K ﹤0.01%
+323
845
$13K ﹤0.01%
+128
846
$13K ﹤0.01%
+1,350
847
$13K ﹤0.01%
+434
848
$13K ﹤0.01%
+151
849
$13K ﹤0.01%
+490
850
$13K ﹤0.01%
+247
32 33
34
35 36