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
1026
$9K ﹤0.01%
+207
1027
$9K ﹤0.01%
+184
1028
$9K ﹤0.01%
+386
1029
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+371
1030
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+266
1031
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+68
1032
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+578
1033
$8K ﹤0.01%
+87
1034
$8K ﹤0.01%
+1,028
1035
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+267
1036
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+258
1037
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+34
1038
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+27
1039
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+37
1040
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+98
1041
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+86
1042
$8K ﹤0.01%
+95
1043
$8K ﹤0.01%
+140
1044
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+162
1045
$8K ﹤0.01%
+491
1046
$8K ﹤0.01%
+105
1047
$8K ﹤0.01%
+429
1048
$8K ﹤0.01%
+1,047
1049
$8K ﹤0.01%
+178
1050
$8K ﹤0.01%
+236