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
1401
$3K ﹤0.01%
+38
1402
$3K ﹤0.01%
+17
1403
$3K ﹤0.01%
+56
1404
$3K ﹤0.01%
+164
1405
$3K ﹤0.01%
+162
1406
$3K ﹤0.01%
+45
1407
$3K ﹤0.01%
+19
1408
$3K ﹤0.01%
+151
1409
$3K ﹤0.01%
+143
1410
$3K ﹤0.01%
+96
1411
$3K ﹤0.01%
+194
1412
$3K ﹤0.01%
+444
1413
$3K ﹤0.01%
+56
1414
$3K ﹤0.01%
+67
1415
$3K ﹤0.01%
+50
1416
$3K ﹤0.01%
+41
1417
$3K ﹤0.01%
+153
1418
$3K ﹤0.01%
+60
1419
$3K ﹤0.01%
+100
1420
$3K ﹤0.01%
+15
1421
$3K ﹤0.01%
+95
1422
$3K ﹤0.01%
+59
1423
$3K ﹤0.01%
+151
1424
$3K ﹤0.01%
+5
1425
$3K ﹤0.01%
+48
55 56
57
58 59