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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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 4.38%
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%
276
+36
1002
$9K ﹤0.01%
95
1003
$9K ﹤0.01%
64
+20
1004
$9K ﹤0.01%
111
1005
$9K ﹤0.01%
435
1006
$9K ﹤0.01%
572
+302
1007
$9K ﹤0.01%
141
-63
1008
$9K ﹤0.01%
1,028
1009
$9K ﹤0.01%
36
+14
1010
$9K ﹤0.01%
81
1011
$9K ﹤0.01%
154
1012
$9K ﹤0.01%
44
-67
1013
$9K ﹤0.01%
84
+56
1014
$9K ﹤0.01%
65
-12
1015
$9K ﹤0.01%
167
-4
1016
$9K ﹤0.01%
160
+104
1017
$9K ﹤0.01%
152
1018
$9K ﹤0.01%
300
1019
$9K ﹤0.01%
193
+76
1020
$9K ﹤0.01%
+425
1021
$9K ﹤0.01%
411
+99
1022
$9K ﹤0.01%
1,228
1023
$9K ﹤0.01%
352
-250
1024
$9K ﹤0.01%
191
-54
1025
$9K ﹤0.01%
345
39 40
41
42 43