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
926
$93.5K 0.01%
14,363
-475
927
$93.2K 0.01%
1,030
+344
928
$93.1K 0.01%
407
+12
929
$93.1K 0.01%
1,035
-209
930
$92.9K 0.01%
827
+90
931
$92.4K 0.01%
551
+153
932
$92.3K 0.01%
1,810
933
$92.2K 0.01%
1,830
+1,264
934
$91.6K 0.01%
9,949
+1,776
935
$91.6K 0.01%
258
+28
936
$91.4K 0.01%
1,059
-49
937
$90.9K 0.01%
2,972
+2,331
938
$90.5K 0.01%
1,766
+473
939
$90.4K 0.01%
317
+49
940
$89.8K 0.01%
4,854
-4,152
941
$89.8K 0.01%
684
+205
942
$89.5K 0.01%
967
943
$88.7K 0.01%
2,421
+1,520
944
$88.4K 0.01%
850
+107
945
$88.1K 0.01%
1,275
+787
946
$87.9K ﹤0.01%
15,175
-85
947
$87.8K ﹤0.01%
1,621
+36
948
$87.8K ﹤0.01%
345
949
$87.5K ﹤0.01%
779
-24
950
$87.1K ﹤0.01%
991
+591
36 37
38
39 40