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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
1351
$4K ﹤0.01%
45
1352
$4K ﹤0.01%
130
1353
$4K ﹤0.01%
46
1354
$4K ﹤0.01%
454
1355
$4K ﹤0.01%
93
-11
1356
$4K ﹤0.01%
33
+14
1357
$4K ﹤0.01%
7
+3
1358
$4K ﹤0.01%
53
1359
$4K ﹤0.01%
181
1360
$4K ﹤0.01%
36
+15
1361
$4K ﹤0.01%
+16
1362
$4K ﹤0.01%
+50
1363
$4K ﹤0.01%
51
-1
1364
$4K ﹤0.01%
150
1365
$4K ﹤0.01%
51
1366
$4K ﹤0.01%
423
+189
1367
$4K ﹤0.01%
98
1368
$4K ﹤0.01%
46
+23
1369
$4K ﹤0.01%
488
1370
$4K ﹤0.01%
16
1371
$4K ﹤0.01%
+150
1372
$4K ﹤0.01%
127
+62
1373
$4K ﹤0.01%
49
1374
$4K ﹤0.01%
43
1375
$4K ﹤0.01%
69
53 54
55
56 57