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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
$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 4.38%
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%
157
852
$14K ﹤0.01%
92
+6
853
$14K ﹤0.01%
707
+278
854
$14K ﹤0.01%
92
+12
855
$14K ﹤0.01%
364
-95
856
$14K ﹤0.01%
199
-191
857
$14K ﹤0.01%
432
858
$14K ﹤0.01%
217
859
$14K ﹤0.01%
442
-7
860
$14K ﹤0.01%
364
861
$14K ﹤0.01%
66
+2
862
$14K ﹤0.01%
249
+224
863
$14K ﹤0.01%
198
864
$13K ﹤0.01%
202
865
$13K ﹤0.01%
142
866
$13K ﹤0.01%
421
867
$13K ﹤0.01%
520
868
$13K ﹤0.01%
243
+205
869
$13K ﹤0.01%
209
870
$13K ﹤0.01%
613
871
$13K ﹤0.01%
300
872
$13K ﹤0.01%
490
873
$13K ﹤0.01%
157
874
$13K ﹤0.01%
810
875
$13K ﹤0.01%
251
+106
33 34
35
36 37