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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
1126
$7K ﹤0.01%
288
+188
1127
$7K ﹤0.01%
250
1128
$7K ﹤0.01%
121
1129
$7K ﹤0.01%
216
1130
$7K ﹤0.01%
502
1131
$7K ﹤0.01%
210
+102
1132
$7K ﹤0.01%
102
-377
1133
$7K ﹤0.01%
103
+33
1134
$7K ﹤0.01%
278
1135
$7K ﹤0.01%
105
1136
$7K ﹤0.01%
85
-66
1137
$7K ﹤0.01%
+34
1138
$7K ﹤0.01%
247
1139
$7K ﹤0.01%
581
1140
$7K ﹤0.01%
480
-193
1141
$7K ﹤0.01%
20
+6
1142
$7K ﹤0.01%
201
1143
$7K ﹤0.01%
85
+46
1144
$7K ﹤0.01%
+267
1145
$7K ﹤0.01%
246
1146
$7K ﹤0.01%
33
1147
$7K ﹤0.01%
138
1148
$7K ﹤0.01%
61
-11
1149
$7K ﹤0.01%
166
-387
1150
$7K ﹤0.01%
486
44 45
46
47 48