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
976
$10K ﹤0.01%
+19
977
$10K ﹤0.01%
+755
978
$10K ﹤0.01%
+1,490
979
$10K ﹤0.01%
+111
980
$10K ﹤0.01%
+163
981
$10K ﹤0.01%
+673
982
$10K ﹤0.01%
+30
983
$10K ﹤0.01%
+340
984
$10K ﹤0.01%
+437
985
$9K ﹤0.01%
+362
986
$9K ﹤0.01%
+81
987
$9K ﹤0.01%
+55
988
$9K ﹤0.01%
+73
989
$9K ﹤0.01%
+72
990
$9K ﹤0.01%
+127
991
$9K ﹤0.01%
+125
992
$9K ﹤0.01%
+292
993
$9K ﹤0.01%
+207
994
$9K ﹤0.01%
+466
995
$9K ﹤0.01%
+345
996
$9K ﹤0.01%
+5,312
997
$9K ﹤0.01%
+92
998
$9K ﹤0.01%
+283
999
$9K ﹤0.01%
+126
1000
$9K ﹤0.01%
+225
38 39
40
41 42