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
1176
$6K ﹤0.01%
+2,295
1177
$6K ﹤0.01%
+1,352
1178
$6K ﹤0.01%
283
1179
$6K ﹤0.01%
84
1180
$6K ﹤0.01%
60
1181
$6K ﹤0.01%
362
1182
$6K ﹤0.01%
357
1183
$6K ﹤0.01%
29
+8
1184
$6K ﹤0.01%
138
+43
1185
$6K ﹤0.01%
83
1186
$6K ﹤0.01%
81
1187
$6K ﹤0.01%
+76
1188
$6K ﹤0.01%
93
1189
$6K ﹤0.01%
135
1190
$6K ﹤0.01%
263
1191
$6K ﹤0.01%
27
1192
$6K ﹤0.01%
+86
1193
$6K ﹤0.01%
71
+48
1194
$6K ﹤0.01%
181
1195
$6K ﹤0.01%
33
+12
1196
$6K ﹤0.01%
99
+1
1197
$6K ﹤0.01%
178
+58
1198
$6K ﹤0.01%
63
-137
1199
$6K ﹤0.01%
911
-50
1200
$6K ﹤0.01%
173
-52
46 47
48
49 50