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
$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 4.37%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$5K ﹤0.01%
93
-14
1302
$5K ﹤0.01%
528
1303
$5K ﹤0.01%
1,187
+134
1304
$5K ﹤0.01%
+59
1305
$4K ﹤0.01%
25
1306
$4K ﹤0.01%
92
1307
$4K ﹤0.01%
183
-1,030
1308
$4K ﹤0.01%
58
1309
$4K ﹤0.01%
97
1310
$4K ﹤0.01%
257
1311
$4K ﹤0.01%
+304
1312
$4K ﹤0.01%
35
1313
$4K ﹤0.01%
84
-39
1314
$4K ﹤0.01%
75
-25
1315
$4K ﹤0.01%
143
1316
$4K ﹤0.01%
73
+17
1317
$4K ﹤0.01%
73
+37
1318
$4K ﹤0.01%
11
-13
1319
$4K ﹤0.01%
18
+7
1320
$4K ﹤0.01%
+143
1321
$4K ﹤0.01%
1,000
1322
$4K ﹤0.01%
66
1323
$4K ﹤0.01%
92
1324
$4K ﹤0.01%
102
+43
1325
$4K ﹤0.01%
+32
51 52
53
54 55