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
$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 3.36%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$14K ﹤0.01%
+380
827
$14K ﹤0.01%
+378
828
$14K ﹤0.01%
+55
829
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+162
830
$14K ﹤0.01%
+1,086
831
$14K ﹤0.01%
+34
832
$14K ﹤0.01%
+244
833
$14K ﹤0.01%
+445
834
$14K ﹤0.01%
+90
835
$14K ﹤0.01%
+481
836
$14K ﹤0.01%
+1,410
837
$14K ﹤0.01%
+80
838
$13K ﹤0.01%
+20
839
$13K ﹤0.01%
+68
840
$13K ﹤0.01%
+421
841
$13K ﹤0.01%
+209
842
$13K ﹤0.01%
+70
843
$13K ﹤0.01%
+613
844
$13K ﹤0.01%
+319
845
$13K ﹤0.01%
+167
846
$13K ﹤0.01%
+386
847
$13K ﹤0.01%
+224
848
$13K ﹤0.01%
+24
849
$13K ﹤0.01%
+74
850
$13K ﹤0.01%
+323
32 33
34
35 36