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
1376
$4K ﹤0.01%
215
1377
$4K ﹤0.01%
187
1378
$4K ﹤0.01%
173
1379
$4K ﹤0.01%
208
1380
$4K ﹤0.01%
2,236
1381
$4K ﹤0.01%
400
1382
$4K ﹤0.01%
327
1383
$4K ﹤0.01%
724
1384
$4K ﹤0.01%
+236
1385
$3K ﹤0.01%
+400
1386
$3K ﹤0.01%
+177
1387
$3K ﹤0.01%
250
1388
$3K ﹤0.01%
16
+7
1389
$3K ﹤0.01%
546
-1,583
1390
$3K ﹤0.01%
52
1391
$3K ﹤0.01%
58
-166
1392
$3K ﹤0.01%
55
1393
$3K ﹤0.01%
100
1394
$3K ﹤0.01%
78
1395
$3K ﹤0.01%
20
+12
1396
$3K ﹤0.01%
38
1397
$3K ﹤0.01%
9
+5
1398
$3K ﹤0.01%
19
1399
$3K ﹤0.01%
+62
1400
$3K ﹤0.01%
105
+66
54 55
56
57 58