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
976
$10K ﹤0.01%
264
+133
977
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107
+36
978
$10K ﹤0.01%
319
979
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288
+221
980
$10K ﹤0.01%
466
981
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+248
982
$10K ﹤0.01%
720
983
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244
984
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413
985
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216
+65
986
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272
987
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163
988
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864
-403
989
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658
990
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260
-76
991
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324
992
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234
993
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52
994
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141
-63
995
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36
+14
996
$9K ﹤0.01%
+110
997
$9K ﹤0.01%
81
998
$9K ﹤0.01%
154
999
$9K ﹤0.01%
44
-67
1000
$9K ﹤0.01%
84
+56
38 39
40
41 42