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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
1201
$6K ﹤0.01%
181
1202
$6K ﹤0.01%
33
+12
1203
$6K ﹤0.01%
99
+1
1204
$6K ﹤0.01%
178
+58
1205
$6K ﹤0.01%
63
-137
1206
$6K ﹤0.01%
911
-50
1207
$6K ﹤0.01%
75
1208
$6K ﹤0.01%
158
1209
$6K ﹤0.01%
+228
1210
$6K ﹤0.01%
43
1211
$6K ﹤0.01%
167
-292
1212
$6K ﹤0.01%
245
-2
1213
$6K ﹤0.01%
1,312
-497
1214
$6K ﹤0.01%
198
1215
$6K ﹤0.01%
+913
1216
$6K ﹤0.01%
+263
1217
$6K ﹤0.01%
+62
1218
$6K ﹤0.01%
151
1219
$5K ﹤0.01%
+57
1220
$5K ﹤0.01%
63
+30
1221
$5K ﹤0.01%
146
1222
$5K ﹤0.01%
237
1223
$5K ﹤0.01%
+126
1224
$5K ﹤0.01%
957
1225
$5K ﹤0.01%
+55
47 48
49
50 51