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
1001
$9K ﹤0.01%
+54
1002
$9K ﹤0.01%
+71
1003
$9K ﹤0.01%
+2,038
1004
$9K ﹤0.01%
+27
1005
$9K ﹤0.01%
+157
1006
$9K ﹤0.01%
+244
1007
$9K ﹤0.01%
+213
1008
$9K ﹤0.01%
+34
1009
$9K ﹤0.01%
+65
1010
$9K ﹤0.01%
+67
1011
$9K ﹤0.01%
+223
1012
$9K ﹤0.01%
+95
1013
$9K ﹤0.01%
+81
1014
$9K ﹤0.01%
+2,271
1015
$9K ﹤0.01%
+574
1016
$9K ﹤0.01%
+51
1017
$9K ﹤0.01%
+271
1018
$9K ﹤0.01%
+215
1019
$9K ﹤0.01%
+71
1020
$9K ﹤0.01%
+180
1021
$9K ﹤0.01%
+458
1022
$9K ﹤0.01%
+43
1023
$9K ﹤0.01%
+435
1024
$9K ﹤0.01%
+194
1025
$9K ﹤0.01%
+121
39 40
41
42 43