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EWA
EverSource Wealth Advisors Portfolio holdings
AUM
$2.97B
1-Year Est. Return
28.72%
This Fund
S&P 500
This Quarter
Est. Return
+6.36%
1 Year Est. Return
+28.72%
3 Year Est. Return
+89.67%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$357M
AUM Growth
–
Cap. Flow
+$351M
Cap. Flow
% of AUM
98.37%
Top 10 Holdings %
Top 10 Hldgs %
34.88%
Holding
1,783
New
1,781
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$19.1M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$18.5M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$15.3M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$13.6M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$11.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.98% |
| 2 | Financials | 5.06% |
| 3 | Consumer Discretionary | 3.91% |
| 4 | Industrials | 3.37% |
| 5 | Healthcare | 3.31% |
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EverSource Wealth Advisors's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for EverSource Wealth Advisors, which disclosed 1,783 positions worth $357M. Its ten largest holdings account for 35% of the portfolio.
Its largest position is Vanguard FTSE Developed Markets ETF: 371,428 shares worth $19M.
By sector, the portfolio is most concentrated in Technology at 13% of assets, followed by Financials and Consumer Discretionary.
- EverSource Wealth Advisors's largest Q4 2021 buy was Vanguard FTSE Developed Markets ETF: 371,428 shares worth $19M.
- EverSource Wealth Advisors's ten largest holdings make up 35% of its $357M portfolio in Q4 2021.
- EverSource Wealth Advisors disclosed 1,783 positions in Q4 2021, its first 13F filing on record.
Based on EverSource Wealth Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.