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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
876
$13K ﹤0.01%
+3,881
877
$13K ﹤0.01%
131
+34
878
$13K ﹤0.01%
323
-38
879
$13K ﹤0.01%
+187
880
$13K ﹤0.01%
481
881
$13K ﹤0.01%
37
+7
882
$13K ﹤0.01%
54
+39
883
$13K ﹤0.01%
512
884
$13K ﹤0.01%
82
+20
885
$13K ﹤0.01%
295
-1,503
886
$13K ﹤0.01%
412
-214
887
$13K ﹤0.01%
3
+2
888
$13K ﹤0.01%
260
889
$13K ﹤0.01%
227
890
$13K ﹤0.01%
157
+70
891
$13K ﹤0.01%
270
892
$13K ﹤0.01%
947
+103
893
$13K ﹤0.01%
174
+84
894
$13K ﹤0.01%
480
895
$13K ﹤0.01%
148
+22
896
$12K ﹤0.01%
1,069
+156
897
$12K ﹤0.01%
833
+613
898
$12K ﹤0.01%
50
899
$12K ﹤0.01%
159
+33
900
$12K ﹤0.01%
203
-69
34 35
36
37 38