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
926
$11K ﹤0.01%
+134
927
$11K ﹤0.01%
+110
928
$11K ﹤0.01%
+184
929
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+314
930
$11K ﹤0.01%
+361
931
$11K ﹤0.01%
+52
932
$11K ﹤0.01%
+69
933
$11K ﹤0.01%
+56
934
$11K ﹤0.01%
+449
935
$11K ﹤0.01%
+357
936
$11K ﹤0.01%
+512
937
$11K ﹤0.01%
+251
938
$11K ﹤0.01%
+600
939
$11K ﹤0.01%
+440
940
$11K ﹤0.01%
+846
941
$11K ﹤0.01%
+413
942
$11K ﹤0.01%
+294
943
$11K ﹤0.01%
+338
944
$11K ﹤0.01%
+64
945
$11K ﹤0.01%
+196
946
$11K ﹤0.01%
+847
947
$11K ﹤0.01%
+260
948
$11K ﹤0.01%
+432
949
$11K ﹤0.01%
+358
950
$10K ﹤0.01%
+339
36 37
38
39 40