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
1151
$7K ﹤0.01%
480
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1152
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20
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1153
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1157
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1158
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1159
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1160
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1161
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24
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1165
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1167
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1168
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1169
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221
-96
1171
$6K ﹤0.01%
295
-45
1172
$6K ﹤0.01%
428
+173
1173
$6K ﹤0.01%
+45
1174
$6K ﹤0.01%
282
+132
1175
$6K ﹤0.01%
140
+87
45 46
47
48 49