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
$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 4.37%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$11K ﹤0.01%
606
-24
952
$11K ﹤0.01%
314
953
$11K ﹤0.01%
173
-2,058
954
$11K ﹤0.01%
1,675
+185
955
$11K ﹤0.01%
97
+46
956
$10K ﹤0.01%
172
+73
957
$10K ﹤0.01%
146
+81
958
$10K ﹤0.01%
229
959
$10K ﹤0.01%
365
+312
960
$10K ﹤0.01%
30
+8
961
$10K ﹤0.01%
46
962
$10K ﹤0.01%
388
+96
963
$10K ﹤0.01%
110
964
$10K ﹤0.01%
+217
965
$10K ﹤0.01%
1,465
966
$10K ﹤0.01%
117
+16
967
$10K ﹤0.01%
520
-8,720
968
$10K ﹤0.01%
113
+46
969
$10K ﹤0.01%
261
970
$10K ﹤0.01%
110
+25
971
$10K ﹤0.01%
223
972
$10K ﹤0.01%
448
-254
973
$10K ﹤0.01%
+329
974
$10K ﹤0.01%
219
+41
975
$10K ﹤0.01%
359
+61
37 38
39
40 41