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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
1401
$3K ﹤0.01%
21
-106
1402
$3K ﹤0.01%
58
-166
1403
$3K ﹤0.01%
+177
1404
$3K ﹤0.01%
55
1405
$3K ﹤0.01%
77
-437
1406
$3K ﹤0.01%
78
1407
$3K ﹤0.01%
20
+12
1408
$3K ﹤0.01%
38
1409
$3K ﹤0.01%
9
+5
1410
$3K ﹤0.01%
19
1411
$3K ﹤0.01%
+62
1412
$3K ﹤0.01%
16
1413
$3K ﹤0.01%
286
1414
$3K ﹤0.01%
230
-632
1415
$3K ﹤0.01%
62
1416
$3K ﹤0.01%
250
-505
1417
$3K ﹤0.01%
+288
1418
$3K ﹤0.01%
38
1419
$3K ﹤0.01%
8
-9
1420
$3K ﹤0.01%
11
1421
$3K ﹤0.01%
36
1422
$3K ﹤0.01%
+238
1423
$3K ﹤0.01%
832
+198
1424
$3K ﹤0.01%
60
-9
1425
$3K ﹤0.01%
63
55 56
57
58 59