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
876
$13K ﹤0.01%
251
+106
877
$13K ﹤0.01%
+3,881
878
$13K ﹤0.01%
131
+34
879
$13K ﹤0.01%
300
880
$13K ﹤0.01%
490
881
$13K ﹤0.01%
323
-38
882
$13K ﹤0.01%
+187
883
$13K ﹤0.01%
481
884
$13K ﹤0.01%
37
+7
885
$13K ﹤0.01%
54
+39
886
$13K ﹤0.01%
512
887
$13K ﹤0.01%
82
+20
888
$13K ﹤0.01%
295
-1,503
889
$13K ﹤0.01%
202
890
$13K ﹤0.01%
142
891
$13K ﹤0.01%
412
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892
$13K ﹤0.01%
3
+2
893
$13K ﹤0.01%
480
894
$13K ﹤0.01%
260
895
$13K ﹤0.01%
227
896
$12K ﹤0.01%
833
+613
897
$12K ﹤0.01%
50
898
$12K ﹤0.01%
159
+33
899
$12K ﹤0.01%
1,069
+156
900
$12K ﹤0.01%
440
34 35
36
37 38