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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
901
$12K ﹤0.01%
+427
902
$12K ﹤0.01%
+200
903
$12K ﹤0.01%
+300
904
$12K ﹤0.01%
+1,809
905
$12K ﹤0.01%
+88
906
$12K ﹤0.01%
+231
907
$12K ﹤0.01%
+144
908
$12K ﹤0.01%
+158
909
$12K ﹤0.01%
+336
910
$12K ﹤0.01%
+154
911
$12K ﹤0.01%
+380
912
$12K ﹤0.01%
+338
913
$12K ﹤0.01%
+44
914
$11K ﹤0.01%
+14
915
$11K ﹤0.01%
+277
916
$11K ﹤0.01%
+319
917
$11K ﹤0.01%
+440
918
$11K ﹤0.01%
+46
919
$11K ﹤0.01%
+220
920
$11K ﹤0.01%
+413
921
$11K ﹤0.01%
+294
922
$11K ﹤0.01%
+338
923
$11K ﹤0.01%
+184
924
$11K ﹤0.01%
+314
925
$11K ﹤0.01%
+361
35 36
37
38 39