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
$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 3.36%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$4K ﹤0.01%
+997
1377
$4K ﹤0.01%
+312
1378
$4K ﹤0.01%
+1,050
1379
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+92
1380
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+189
1381
$4K ﹤0.01%
+52
1382
$4K ﹤0.01%
+363
1383
$4K ﹤0.01%
+120
1384
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+146
1385
$4K ﹤0.01%
+20
1386
$3K ﹤0.01%
+522
1387
$3K ﹤0.01%
+64
1388
$3K ﹤0.01%
+1,250
1389
$3K ﹤0.01%
+92
1390
$3K ﹤0.01%
+250
1391
$3K ﹤0.01%
+41
1392
$3K ﹤0.01%
+52
1393
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+30
1394
$3K ﹤0.01%
+100
1395
$3K ﹤0.01%
+14
1396
$3K ﹤0.01%
+34
1397
$3K ﹤0.01%
+246
1398
$3K ﹤0.01%
+33
1399
$3K ﹤0.01%
+112
1400
$3K ﹤0.01%
+41
54 55
56
57 58