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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
$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
1301
$4K ﹤0.01%
+1,562
1302
$4K ﹤0.01%
+579
1303
$4K ﹤0.01%
+90
1304
$4K ﹤0.01%
+17
1305
$4K ﹤0.01%
+89
1306
$4K ﹤0.01%
+48
1307
$4K ﹤0.01%
+6
1308
$4K ﹤0.01%
+82
1309
$4K ﹤0.01%
+25
1310
$4K ﹤0.01%
+60
1311
$4K ﹤0.01%
+187
1312
$4K ﹤0.01%
+132
1313
$4K ﹤0.01%
+173
1314
$4K ﹤0.01%
+80
1315
$4K ﹤0.01%
+208
1316
$4K ﹤0.01%
+234
1317
$4K ﹤0.01%
+257
1318
$4K ﹤0.01%
+121
1319
$4K ﹤0.01%
+45
1320
$4K ﹤0.01%
+177
1321
$4K ﹤0.01%
+130
1322
$4K ﹤0.01%
+114
1323
$4K ﹤0.01%
+54
1324
$4K ﹤0.01%
+46
1325
$4K ﹤0.01%
+237
51 52
53
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