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
1126
$7K ﹤0.01%
103
+33
1127
$7K ﹤0.01%
+410
1128
$7K ﹤0.01%
+340
1129
$7K ﹤0.01%
165
+111
1130
$7K ﹤0.01%
278
1131
$7K ﹤0.01%
247
1132
$7K ﹤0.01%
201
1133
$7K ﹤0.01%
5
1134
$7K ﹤0.01%
+267
1135
$7K ﹤0.01%
246
1136
$7K ﹤0.01%
288
+188
1137
$7K ﹤0.01%
250
1138
$7K ﹤0.01%
33
1139
$7K ﹤0.01%
138
1140
$7K ﹤0.01%
61
-11
1141
$7K ﹤0.01%
166
-387
1142
$7K ﹤0.01%
486
1143
$7K ﹤0.01%
43
-5
1144
$7K ﹤0.01%
2,918
-1,723
1145
$7K ﹤0.01%
105
1146
$7K ﹤0.01%
85
-66
1147
$7K ﹤0.01%
+34
1148
$7K ﹤0.01%
448
-96
1149
$7K ﹤0.01%
130
-345
1150
$7K ﹤0.01%
581
44 45
46
47 48