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
1076
$8K ﹤0.01%
+1,683
1077
$8K ﹤0.01%
+3,034
1078
$8K ﹤0.01%
+85
1079
$8K ﹤0.01%
+1,000
1080
$8K ﹤0.01%
+165
1081
$8K ﹤0.01%
+610
1082
$7K ﹤0.01%
+275
1083
$7K ﹤0.01%
+93
1084
$7K ﹤0.01%
+289
1085
$7K ﹤0.01%
+327
1086
$7K ﹤0.01%
+172
1087
$7K ﹤0.01%
+59
1088
$7K ﹤0.01%
+59
1089
$7K ﹤0.01%
+87
1090
$7K ﹤0.01%
+142
1091
$7K ﹤0.01%
+189
1092
$7K ﹤0.01%
+32
1093
$7K ﹤0.01%
+23
1094
$7K ﹤0.01%
+161
1095
$7K ﹤0.01%
+83
1096
$7K ﹤0.01%
+90
1097
$7K ﹤0.01%
+5
1098
$7K ﹤0.01%
+64
1099
$7K ﹤0.01%
+1,465
1100
$7K ﹤0.01%
+418