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
901
$12K ﹤0.01%
203
-69
902
$12K ﹤0.01%
818
-162
903
$12K ﹤0.01%
120
+34
904
$12K ﹤0.01%
101
+42
905
$12K ﹤0.01%
173
+86
906
$12K ﹤0.01%
119
+79
907
$12K ﹤0.01%
172
+73
908
$12K ﹤0.01%
213
+155
909
$12K ﹤0.01%
55
+38
910
$12K ﹤0.01%
423
-11
911
$12K ﹤0.01%
338
912
$12K ﹤0.01%
104
-23
913
$12K ﹤0.01%
742
914
$12K ﹤0.01%
110
-23
915
$12K ﹤0.01%
168
-463
916
$12K ﹤0.01%
262
+49
917
$12K ﹤0.01%
44
-6
918
$12K ﹤0.01%
556
919
$12K ﹤0.01%
3,780
+746
920
$12K ﹤0.01%
348
+12
921
$12K ﹤0.01%
131
922
$12K ﹤0.01%
393
+343
923
$11K ﹤0.01%
746
924
$11K ﹤0.01%
169
925
$11K ﹤0.01%
401
+130
35 36
37
38 39