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
951
$10K ﹤0.01%
+700
952
$10K ﹤0.01%
+229
953
$10K ﹤0.01%
+87
954
$10K ﹤0.01%
+240
955
$10K ﹤0.01%
+99
956
$10K ﹤0.01%
+95
957
$10K ﹤0.01%
+608
958
$10K ﹤0.01%
+18
959
$10K ﹤0.01%
+201
960
$10K ﹤0.01%
+282
961
$10K ﹤0.01%
+500
962
$10K ﹤0.01%
+234
963
$10K ﹤0.01%
+52
964
$10K ﹤0.01%
+342
965
$10K ﹤0.01%
+1,250
966
$10K ﹤0.01%
+185
967
$10K ﹤0.01%
+124
968
$10K ﹤0.01%
+157
969
$10K ﹤0.01%
+171
970
$10K ﹤0.01%
+443
971
$10K ﹤0.01%
+922
972
$10K ﹤0.01%
+384
973
$10K ﹤0.01%
+94
974
$10K ﹤0.01%
+215
975
$10K ﹤0.01%
+862
37 38
39
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