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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
1376
$4K ﹤0.01%
365
+256
1377
$4K ﹤0.01%
81
1378
$4K ﹤0.01%
187
1379
$4K ﹤0.01%
724
1380
$4K ﹤0.01%
+236
1381
$4K ﹤0.01%
104
1382
$4K ﹤0.01%
41
+30
1383
$4K ﹤0.01%
161
+79
1384
$4K ﹤0.01%
215
1385
$3K ﹤0.01%
100
1386
$3K ﹤0.01%
27
1387
$3K ﹤0.01%
56
1388
$3K ﹤0.01%
105
+66
1389
$3K ﹤0.01%
578
-212
1390
$3K ﹤0.01%
198
1391
$3K ﹤0.01%
40
-24
1392
$3K ﹤0.01%
21
1393
$3K ﹤0.01%
44
1394
$3K ﹤0.01%
+113
1395
$3K ﹤0.01%
18
-6
1396
$3K ﹤0.01%
38
1397
$3K ﹤0.01%
546
-1,583
1398
$3K ﹤0.01%
52
1399
$3K ﹤0.01%
+26
1400
$3K ﹤0.01%
100
54 55
56
57 58