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
1001
$9K ﹤0.01%
65
-12
1002
$9K ﹤0.01%
167
-4
1003
$9K ﹤0.01%
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1004
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1,000
1005
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-6
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1007
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1008
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1009
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1010
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1011
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1013
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-250
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-54
1015
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964
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572
+302
1019
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924
1020
$9K ﹤0.01%
244
1021
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1022
$9K ﹤0.01%
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1023
$9K ﹤0.01%
1,162
+905
1024
$9K ﹤0.01%
1,028
1025
$9K ﹤0.01%
68
-68
39 40
41
42 43