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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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 3.37%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$7K ﹤0.01%
+161
1102
$7K ﹤0.01%
+83
1103
$7K ﹤0.01%
+90
1104
$7K ﹤0.01%
+5
1105
$7K ﹤0.01%
+225
1106
$7K ﹤0.01%
+1,465
1107
$7K ﹤0.01%
+278
1108
$7K ﹤0.01%
+720
1109
$7K ﹤0.01%
+625
1110
$7K ﹤0.01%
+49
1111
$7K ﹤0.01%
+810
1112
$7K ﹤0.01%
+418
1113
$7K ﹤0.01%
+87
1114
$7K ﹤0.01%
+77
1115
$7K ﹤0.01%
+247
1116
$7K ﹤0.01%
+405
1117
$7K ﹤0.01%
+157
1118
$7K ﹤0.01%
+456
1119
$7K ﹤0.01%
+207
1120
$7K ﹤0.01%
+946
1121
$7K ﹤0.01%
+99
1122
$7K ﹤0.01%
+246
1123
$7K ﹤0.01%
+250
1124
$7K ﹤0.01%
+33
1125
$7K ﹤0.01%
+146