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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
$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 3.37%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$12K ﹤0.01%
+336
877
$12K ﹤0.01%
+273
878
$12K ﹤0.01%
+50
879
$12K ﹤0.01%
+168
880
$12K ﹤0.01%
+421
881
$12K ﹤0.01%
+746
882
$12K ﹤0.01%
+51
883
$12K ﹤0.01%
+355
884
$12K ﹤0.01%
+630
885
$12K ﹤0.01%
+97
886
$12K ﹤0.01%
+105
887
$12K ﹤0.01%
+556
888
$12K ﹤0.01%
+227
889
$12K ﹤0.01%
+139
890
$12K ﹤0.01%
+62
891
$12K ﹤0.01%
+305
892
$12K ﹤0.01%
+2,129
893
$12K ﹤0.01%
+417
894
$12K ﹤0.01%
+224
895
$12K ﹤0.01%
+502
896
$12K ﹤0.01%
+425
897
$12K ﹤0.01%
+4,641
898
$12K ﹤0.01%
+54
899
$12K ﹤0.01%
+319
900
$12K ﹤0.01%
+129
34 35
36
37 38