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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
1326
$4K ﹤0.01%
84
-39
1327
$4K ﹤0.01%
38
-3
1328
$4K ﹤0.01%
75
-25
1329
$4K ﹤0.01%
143
1330
$4K ﹤0.01%
+105
1331
$4K ﹤0.01%
69
-160
1332
$4K ﹤0.01%
73
+17
1333
$4K ﹤0.01%
197
+74
1334
$4K ﹤0.01%
404
+251
1335
$4K ﹤0.01%
65
-224
1336
$4K ﹤0.01%
73
+37
1337
$4K ﹤0.01%
1,000
1338
$4K ﹤0.01%
66
1339
$4K ﹤0.01%
92
1340
$4K ﹤0.01%
102
+43
1341
$4K ﹤0.01%
+32
1342
$4K ﹤0.01%
135
1343
$4K ﹤0.01%
+82
1344
$4K ﹤0.01%
210
-130
1345
$4K ﹤0.01%
75
1346
$4K ﹤0.01%
+20
1347
$4K ﹤0.01%
24
-10
1348
$4K ﹤0.01%
227
1349
$4K ﹤0.01%
96
+48
1350
$4K ﹤0.01%
189
52 53
54
55 56