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
826
$15K ﹤0.01%
649
827
$15K ﹤0.01%
210
-3
828
$15K ﹤0.01%
855
829
$15K ﹤0.01%
120
-17
830
$14K ﹤0.01%
129
-22
831
$14K ﹤0.01%
273
832
$14K ﹤0.01%
427
+406
833
$14K ﹤0.01%
1,815
+1,164
834
$14K ﹤0.01%
931
835
$14K ﹤0.01%
101
836
$14K ﹤0.01%
276
837
$14K ﹤0.01%
421
838
$14K ﹤0.01%
327
839
$14K ﹤0.01%
174
+7
840
$14K ﹤0.01%
384
841
$14K ﹤0.01%
308
+101
842
$14K ﹤0.01%
345
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843
$14K ﹤0.01%
92
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844
$14K ﹤0.01%
364
-95
845
$14K ﹤0.01%
199
-191
846
$14K ﹤0.01%
432
847
$14K ﹤0.01%
217
848
$14K ﹤0.01%
364
849
$14K ﹤0.01%
66
+2
850
$14K ﹤0.01%
249
+224
32 33
34
35 36