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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
$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 4.38%
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%
28
+9
1102
$8K ﹤0.01%
304
+158
1103
$8K ﹤0.01%
165
1104
$8K ﹤0.01%
610
1105
$8K ﹤0.01%
95
1106
$8K ﹤0.01%
+242
1107
$8K ﹤0.01%
64
-17
1108
$8K ﹤0.01%
579
1109
$8K ﹤0.01%
87
1110
$8K ﹤0.01%
39
+14
1111
$8K ﹤0.01%
64
1112
$8K ﹤0.01%
431
1113
$8K ﹤0.01%
277
+10
1114
$8K ﹤0.01%
63
1115
$8K ﹤0.01%
32
1116
$8K ﹤0.01%
207
1117
$8K ﹤0.01%
375
1118
$7K ﹤0.01%
+410
1119
$7K ﹤0.01%
+340
1120
$7K ﹤0.01%
165
+111
1121
$7K ﹤0.01%
5
1122
$7K ﹤0.01%
1,310
1123
$7K ﹤0.01%
456
1124
$7K ﹤0.01%
142
1125
$7K ﹤0.01%
82