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
1051
$8K ﹤0.01%
155
+114
1052
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1053
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1054
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327
+157
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+188
1056
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+223
1057
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+193
1058
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251
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1059
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226
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1060
$8K ﹤0.01%
+432
1061
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127
1062
$8K ﹤0.01%
87
1063
$8K ﹤0.01%
125
1064
$8K ﹤0.01%
1,528
+733
1065
$8K ﹤0.01%
89
+11
1066
$8K ﹤0.01%
555
+392
1067
$8K ﹤0.01%
178
-116
1068
$8K ﹤0.01%
227
+2
1069
$8K ﹤0.01%
458
1070
$8K ﹤0.01%
193
1071
$8K ﹤0.01%
287
1072
$8K ﹤0.01%
+392
1073
$8K ﹤0.01%
1,889
1074
$8K ﹤0.01%
92
1075
$8K ﹤0.01%
124
41 42
43
44 45