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
$660M
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,487
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.79M
3
+$9.5M
4
IAU icon
iShares Gold Trust
IAU
+$8.79M
5
PGR icon
Progressive
PGR
+$7.81M

Top Sells

1
+$5.48M
2
+$1.03M
3
+$962K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$768K
5
MA icon
Mastercard
MA
+$727K

Sector Composition

1 Technology 10.29%
2 Financials 8.03%
3 Consumer Discretionary 6.13%
4 Healthcare 4.93%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$22.6K ﹤0.01%
502
+183
1027
$22.5K ﹤0.01%
+205
1028
$22.4K ﹤0.01%
1,955
-1,000
1029
$22.4K ﹤0.01%
432
+17
1030
$22.4K ﹤0.01%
632
+230
1031
$22.3K ﹤0.01%
103
+15
1032
$22.3K ﹤0.01%
1,227
-79
1033
$22.2K ﹤0.01%
1,745
1034
$22.1K ﹤0.01%
1,170
+1,125
1035
$22.1K ﹤0.01%
+400
1036
$22.1K ﹤0.01%
1,640
1037
$22K ﹤0.01%
468
+424
1038
$22K ﹤0.01%
+1,040
1039
$22K ﹤0.01%
4,152
1040
$21.9K ﹤0.01%
230
-441
1041
$21.8K ﹤0.01%
+372
1042
$21.6K ﹤0.01%
1,162
-289
1043
$21.6K ﹤0.01%
664
+12
1044
$21.5K ﹤0.01%
229
+84
1045
$21.3K ﹤0.01%
+950
1046
$21.2K ﹤0.01%
+820
1047
$21.2K ﹤0.01%
1,259
1048
$21.2K ﹤0.01%
1,290
+784
1049
$21.2K ﹤0.01%
25
+24
1050
$21.1K ﹤0.01%
1,044
-526
40 41
42
43 44