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
851
$14K ﹤0.01%
198
852
$14K ﹤0.01%
588
+86
853
$14K ﹤0.01%
104
+96
854
$14K ﹤0.01%
176
+14
855
$14K ﹤0.01%
83
+15
856
$14K ﹤0.01%
223
857
$14K ﹤0.01%
+662
858
$14K ﹤0.01%
+3,214
859
$14K ﹤0.01%
157
860
$14K ﹤0.01%
92
+6
861
$14K ﹤0.01%
442
-7
862
$14K ﹤0.01%
707
+278
863
$14K ﹤0.01%
406
+143
864
$13K ﹤0.01%
157
+70
865
$13K ﹤0.01%
421
866
$13K ﹤0.01%
520
867
$13K ﹤0.01%
270
868
$13K ﹤0.01%
243
+205
869
$13K ﹤0.01%
209
870
$13K ﹤0.01%
613
871
$13K ﹤0.01%
157
872
$13K ﹤0.01%
947
+103
873
$13K ﹤0.01%
174
+84
874
$13K ﹤0.01%
148
+22
875
$13K ﹤0.01%
810
33 34
35
36 37