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
$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 3.36%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$12K ﹤0.01%
+154
902
$12K ﹤0.01%
+380
903
$12K ﹤0.01%
+338
904
$12K ﹤0.01%
+44
905
$12K ﹤0.01%
+51
906
$12K ﹤0.01%
+355
907
$12K ﹤0.01%
+630
908
$12K ﹤0.01%
+97
909
$12K ﹤0.01%
+300
910
$12K ﹤0.01%
+105
911
$12K ﹤0.01%
+1,809
912
$12K ﹤0.01%
+158
913
$12K ﹤0.01%
+336
914
$11K ﹤0.01%
+3,723
915
$11K ﹤0.01%
+155
916
$11K ﹤0.01%
+90
917
$11K ﹤0.01%
+498
918
$11K ﹤0.01%
+14
919
$11K ﹤0.01%
+277
920
$11K ﹤0.01%
+498
921
$11K ﹤0.01%
+319
922
$11K ﹤0.01%
+169
923
$11K ﹤0.01%
+600
924
$11K ﹤0.01%
+36
925
$11K ﹤0.01%
+46
35 36
37
38 39