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
1076
$8K ﹤0.01%
374
+113
1077
$8K ﹤0.01%
96
-25
1078
$8K ﹤0.01%
298
-958
1079
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+210
1080
$8K ﹤0.01%
68
1081
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+455
1082
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67
1083
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128
-40
1084
$8K ﹤0.01%
236
1085
$8K ﹤0.01%
136
-3
1086
$8K ﹤0.01%
599
-101
1087
$8K ﹤0.01%
28
+9
1088
$8K ﹤0.01%
304
+158
1089
$8K ﹤0.01%
330
+263
1090
$8K ﹤0.01%
46
-8
1091
$8K ﹤0.01%
165
1092
$8K ﹤0.01%
610
1093
$8K ﹤0.01%
95
1094
$8K ﹤0.01%
1,350
+793
1095
$8K ﹤0.01%
558
1096
$8K ﹤0.01%
+242
1097
$8K ﹤0.01%
64
-17
1098
$8K ﹤0.01%
24
-10
1099
$8K ﹤0.01%
579
1100
$8K ﹤0.01%
105
+81
42 43
44
45 46