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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
$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 4.38%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$11K ﹤0.01%
134
927
$11K ﹤0.01%
319
928
$11K ﹤0.01%
+498
929
$11K ﹤0.01%
+387
930
$11K ﹤0.01%
358
931
$11K ﹤0.01%
123
+18
932
$11K ﹤0.01%
130
-350
933
$11K ﹤0.01%
+382
934
$11K ﹤0.01%
746
935
$11K ﹤0.01%
169
936
$11K ﹤0.01%
401
+130
937
$11K ﹤0.01%
922
938
$11K ﹤0.01%
580
+156
939
$11K ﹤0.01%
+103
940
$11K ﹤0.01%
344
941
$11K ﹤0.01%
+111
942
$11K ﹤0.01%
64
-14
943
$11K ﹤0.01%
294
944
$11K ﹤0.01%
355
945
$11K ﹤0.01%
298
-2,167
946
$11K ﹤0.01%
173
-2,058
947
$11K ﹤0.01%
1,675
+185
948
$11K ﹤0.01%
247
949
$11K ﹤0.01%
+356
950
$11K ﹤0.01%
491
36 37
38
39 40