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
1101
$8K ﹤0.01%
70
+16
1102
$8K ﹤0.01%
260
-158
1103
$8K ﹤0.01%
87
1104
$8K ﹤0.01%
39
+14
1105
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64
1106
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431
1107
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211
1108
$8K ﹤0.01%
42
+8
1109
$8K ﹤0.01%
24
+4
1110
$8K ﹤0.01%
277
+10
1111
$8K ﹤0.01%
63
1112
$8K ﹤0.01%
31
1113
$8K ﹤0.01%
339
1114
$8K ﹤0.01%
32
1115
$8K ﹤0.01%
207
1116
$8K ﹤0.01%
375
1117
$8K ﹤0.01%
342
-104
1118
$7K ﹤0.01%
1,310
1119
$7K ﹤0.01%
456
1120
$7K ﹤0.01%
142
1121
$7K ﹤0.01%
82
1122
$7K ﹤0.01%
121
1123
$7K ﹤0.01%
502
1124
$7K ﹤0.01%
210
+102
1125
$7K ﹤0.01%
102
-377
43 44
45
46 47