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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
1326
$4K ﹤0.01%
+40
1327
$4K ﹤0.01%
+957
1328
$4K ﹤0.01%
+146
1329
$4K ﹤0.01%
+12
1330
$4K ﹤0.01%
+33
1331
$4K ﹤0.01%
+505
1332
$4K ﹤0.01%
+11
1333
$4K ﹤0.01%
+159
1334
$4K ﹤0.01%
+16
1335
$4K ﹤0.01%
+33
1336
$4K ﹤0.01%
+43
1337
$4K ﹤0.01%
+789
1338
$4K ﹤0.01%
+75
1339
$4K ﹤0.01%
+15
1340
$4K ﹤0.01%
+90
1341
$4K ﹤0.01%
+312
1342
$4K ﹤0.01%
+215
1343
$4K ﹤0.01%
+49
1344
$4K ﹤0.01%
+673
1345
$4K ﹤0.01%
+268
1346
$4K ﹤0.01%
+10
1347
$4K ﹤0.01%
+190
1348
$4K ﹤0.01%
+123
1349
$4K ﹤0.01%
+108
1350
$4K ﹤0.01%
+170
52 53
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