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
1051
$21.1K ﹤0.01%
701
1052
$21.1K ﹤0.01%
266
-2
1053
$21K ﹤0.01%
+235
1054
$21K ﹤0.01%
182
+150
1055
$20.9K ﹤0.01%
79
+12
1056
$20.9K ﹤0.01%
519
+497
1057
$20.8K ﹤0.01%
91
1058
$20.7K ﹤0.01%
219
-167
1059
$20.7K ﹤0.01%
144
-16
1060
$20.7K ﹤0.01%
585
+513
1061
$20.6K ﹤0.01%
1,246
1062
$20.6K ﹤0.01%
277
-524
1063
$20.6K ﹤0.01%
+669
1064
$20.4K ﹤0.01%
1,170
-16,608
1065
$20.4K ﹤0.01%
+244
1066
$20.2K ﹤0.01%
146
1067
$20.2K ﹤0.01%
+556
1068
$20.2K ﹤0.01%
248
1069
$20.1K ﹤0.01%
645
+543
1070
$20.1K ﹤0.01%
318
1071
$20.1K ﹤0.01%
156
-371
1072
$19.8K ﹤0.01%
376
+88
1073
$19.7K ﹤0.01%
+821
1074
$19.7K ﹤0.01%
1,495
+461
1075
$19.6K ﹤0.01%
+1,500
41 42
43
44 45