We are live on ! Find out more
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
1151
$7K ﹤0.01%
43
-5
1152
$7K ﹤0.01%
2,918
-1,723
1153
$7K ﹤0.01%
448
-96
1154
$7K ﹤0.01%
130
-345
1155
$7K ﹤0.01%
169
-149
1156
$7K ﹤0.01%
194
-2
1157
$7K ﹤0.01%
219
1158
$7K ﹤0.01%
223
+140
1159
$6K ﹤0.01%
173
-52
1160
$6K ﹤0.01%
+3
1161
$6K ﹤0.01%
93
1162
$6K ﹤0.01%
64
1163
$6K ﹤0.01%
148
+74
1164
$6K ﹤0.01%
209
-73
1165
$6K ﹤0.01%
104
-80
1166
$6K ﹤0.01%
505
1167
$6K ﹤0.01%
98
+50
1168
$6K ﹤0.01%
50
-15
1169
$6K ﹤0.01%
244
1170
$6K ﹤0.01%
140
+87
1171
$6K ﹤0.01%
+2,295
1172
$6K ﹤0.01%
357
1173
$6K ﹤0.01%
+138
1174
$6K ﹤0.01%
640
-210
1175
$6K ﹤0.01%
49
45 46
47
48 49