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
$1.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$7.42M
3
+$7.23M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.21M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$7.08M

Top Sells

1
+$7.05M
2
+$2.74M
3
+$2.57M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.1M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.74M

Sector Composition

1 Technology 12.25%
2 Financials 6.72%
3 Consumer Discretionary 6.69%
4 Industrials 3.4%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$98.4K 0.01%
1,542
-1,194
902
$98.4K 0.01%
900
-88
903
$98.1K 0.01%
1,158
+38
904
$97.9K 0.01%
416
+93
905
$97.4K 0.01%
452
+170
906
$96.9K 0.01%
1,884
907
$96.9K 0.01%
885
+879
908
$96.8K 0.01%
2,611
+2
909
$96.6K 0.01%
883
+411
910
$96.5K 0.01%
1,304
+282
911
$96.5K 0.01%
8,333
912
$96.3K 0.01%
2,291
-349
913
$96.3K 0.01%
6,700
914
$96.3K 0.01%
1,690
-208
915
$96.2K 0.01%
847
+108
916
$96K 0.01%
1,585
+325
917
$95.6K 0.01%
6,408
+2,670
918
$95.5K 0.01%
2,368
919
$95.4K 0.01%
998
+5
920
$95.2K 0.01%
1,729
+288
921
$95K 0.01%
4,056
+401
922
$94.8K 0.01%
560
-1,728
923
$94.3K 0.01%
2,086
+786
924
$94.3K 0.01%
777
+31
925
$94.2K 0.01%
2,639
-132
35 36
37
38 39