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
1026
$9K ﹤0.01%
215
1027
$9K ﹤0.01%
+100
1028
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112
+20
1029
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224
1030
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36
1031
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1032
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193
+76
1033
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+425
1034
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411
+99
1035
$9K ﹤0.01%
1,228
1036
$9K ﹤0.01%
94
1037
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378
-49
1038
$9K ﹤0.01%
3,550
1039
$9K ﹤0.01%
625
1040
$9K ﹤0.01%
71
1041
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201
1042
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64
+20
1043
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111
1044
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435
1045
$9K ﹤0.01%
+30
1046
$9K ﹤0.01%
+456
1047
$9K ﹤0.01%
843
+349
1048
$9K ﹤0.01%
184
1049
$8K ﹤0.01%
+184
1050
$8K ﹤0.01%
+402