We are live on ! Find out more
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
$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 3.37%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$9K ﹤0.01%
+271
1027
$9K ﹤0.01%
+215
1028
$9K ﹤0.01%
+435
1029
$9K ﹤0.01%
+194
1030
$9K ﹤0.01%
+121
1031
$9K ﹤0.01%
+184
1032
$9K ﹤0.01%
+386
1033
$8K ﹤0.01%
+267
1034
$8K ﹤0.01%
+258
1035
$8K ﹤0.01%
+34
1036
$8K ﹤0.01%
+27
1037
$8K ﹤0.01%
+37
1038
$8K ﹤0.01%
+98
1039
$8K ﹤0.01%
+86
1040
$8K ﹤0.01%
+78
1041
$8K ﹤0.01%
+558
1042
$8K ﹤0.01%
+87
1043
$8K ﹤0.01%
+1,028
1044
$8K ﹤0.01%
+236
1045
$8K ﹤0.01%
+913
1046
$8K ﹤0.01%
+183
1047
$8K ﹤0.01%
+1,441
1048
$8K ﹤0.01%
+486
1049
$8K ﹤0.01%
+251
1050
$8K ﹤0.01%
+95