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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
1251
$5K ﹤0.01%
4
-1
1252
$5K ﹤0.01%
73
-66
1253
$5K ﹤0.01%
650
+500
1254
$5K ﹤0.01%
115
-127
1255
$5K ﹤0.01%
121
+14
1256
$5K ﹤0.01%
459
1257
$5K ﹤0.01%
431
+280
1258
$5K ﹤0.01%
80
1259
$5K ﹤0.01%
43
+10
1260
$5K ﹤0.01%
+92
1261
$5K ﹤0.01%
140
1262
$5K ﹤0.01%
499
+305
1263
$5K ﹤0.01%
155
1264
$5K ﹤0.01%
156
1265
$5K ﹤0.01%
30
1266
$5K ﹤0.01%
64
1267
$5K ﹤0.01%
1,187
+134
1268
$5K ﹤0.01%
98
-58
1269
$5K ﹤0.01%
79
+50
1270
$5K ﹤0.01%
25
1271
$5K ﹤0.01%
89
1272
$5K ﹤0.01%
29
-89
1273
$5K ﹤0.01%
153
1274
$5K ﹤0.01%
132
-126
1275
$5K ﹤0.01%
132
-40
49 50
51
52 53