We are live on ! Find out more
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
$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 3.37%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$5K ﹤0.01%
+120
1277
$5K ﹤0.01%
+67
1278
$5K ﹤0.01%
+50
1279
$5K ﹤0.01%
+135
1280
$5K ﹤0.01%
+17
1281
$5K ﹤0.01%
+247
1282
$5K ﹤0.01%
+240
1283
$5K ﹤0.01%
+257
1284
$5K ﹤0.01%
+30
1285
$5K ﹤0.01%
+14
1286
$5K ﹤0.01%
+156
1287
$5K ﹤0.01%
+211
1288
$5K ﹤0.01%
+283
1289
$5K ﹤0.01%
+520
1290
$5K ﹤0.01%
+215
1291
$5K ﹤0.01%
+35
1292
$5K ﹤0.01%
+551
1293
$5K ﹤0.01%
+795
1294
$5K ﹤0.01%
+494
1295
$5K ﹤0.01%
+21
1296
$5K ﹤0.01%
+119
1297
$5K ﹤0.01%
+270
1298
$5K ﹤0.01%
+94
1299
$5K ﹤0.01%
+255
1300
$4K ﹤0.01%
+330