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
$357M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,787
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$18.5M
3 +$15.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$13.6M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.98%
2 Financials 5.06%
3 Consumer Discretionary 3.91%
4 Industrials 3.36%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$6K ﹤0.01%
+289
1202
$6K ﹤0.01%
+131
1203
$6K ﹤0.01%
+71
1204
$6K ﹤0.01%
+522
1205
$6K ﹤0.01%
+109
1206
$6K ﹤0.01%
+151
1207
$6K ﹤0.01%
+99
1208
$6K ﹤0.01%
+79
1209
$6K ﹤0.01%
+40
1210
$6K ﹤0.01%
+39
1211
$6K ﹤0.01%
+242
1212
$6K ﹤0.01%
+1
1213
$6K ﹤0.01%
+107
1214
$6K ﹤0.01%
+156
1215
$6K ﹤0.01%
+735
1216
$6K ﹤0.01%
+924
1217
$6K ﹤0.01%
+326
1218
$6K ﹤0.01%
+45
1219
$6K ﹤0.01%
+25
1220
$6K ﹤0.01%
+84
1221
$6K ﹤0.01%
+81
1222
$6K ﹤0.01%
+31
1223
$5K ﹤0.01%
+29
1224
$5K ﹤0.01%
+984
1225
$5K ﹤0.01%
+632