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
851
$13K ﹤0.01%
+600
852
$13K ﹤0.01%
+480
853
$13K ﹤0.01%
+1,189
854
$13K ﹤0.01%
+128
855
$13K ﹤0.01%
+1,350
856
$13K ﹤0.01%
+151
857
$13K ﹤0.01%
+247
858
$13K ﹤0.01%
+1,625
859
$13K ﹤0.01%
+261
860
$13K ﹤0.01%
+658
861
$13K ﹤0.01%
+844
862
$13K ﹤0.01%
+133
863
$13K ﹤0.01%
+344
864
$13K ﹤0.01%
+712
865
$13K ﹤0.01%
+3,550
866
$13K ﹤0.01%
+49
867
$13K ﹤0.01%
+434
868
$13K ﹤0.01%
+33
869
$13K ﹤0.01%
+742
870
$13K ﹤0.01%
+490
871
$13K ﹤0.01%
+482
872
$13K ﹤0.01%
+324
873
$13K ﹤0.01%
+2,652
874
$13K ﹤0.01%
+272
875
$13K ﹤0.01%
+550
33 34
35
36 37