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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
$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 3.37%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$3K ﹤0.01%
+116
1402
$3K ﹤0.01%
+14
1403
$3K ﹤0.01%
+34
1404
$3K ﹤0.01%
+246
1405
$3K ﹤0.01%
+33
1406
$3K ﹤0.01%
+112
1407
$3K ﹤0.01%
+41
1408
$3K ﹤0.01%
+38
1409
$3K ﹤0.01%
+17
1410
$3K ﹤0.01%
+56
1411
$3K ﹤0.01%
+164
1412
$3K ﹤0.01%
+162
1413
$3K ﹤0.01%
+45
1414
$3K ﹤0.01%
+19
1415
$3K ﹤0.01%
+52
1416
$3K ﹤0.01%
+104
1417
$3K ﹤0.01%
+790
1418
$3K ﹤0.01%
+67
1419
$3K ﹤0.01%
+151
1420
$3K ﹤0.01%
+96
1421
$3K ﹤0.01%
+194
1422
$3K ﹤0.01%
+444
1423
$3K ﹤0.01%
+56
1424
$3K ﹤0.01%
+67
1425
$3K ﹤0.01%
+150
55 56
57
58 59