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
1401
$3K ﹤0.01%
578
-212
1402
$3K ﹤0.01%
30
+12
1403
$3K ﹤0.01%
215
1404
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295
-1,298
1405
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194
1406
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50
1407
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1408
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44
1409
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60
1410
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129
+79
1411
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22
+7
1412
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18
-3
1413
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175
-43
1414
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230
-632
1415
$3K ﹤0.01%
62
1416
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36
1417
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+238
1418
$3K ﹤0.01%
832
+198
1419
$3K ﹤0.01%
60
-9
1420
$3K ﹤0.01%
63
1421
$3K ﹤0.01%
+53
1422
$3K ﹤0.01%
91
-2
1423
$3K ﹤0.01%
+43
1424
$3K ﹤0.01%
655
1425
$3K ﹤0.01%
90
55 56
57
58 59