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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
1426
$3K ﹤0.01%
+123
1427
$3K ﹤0.01%
+40
1428
$3K ﹤0.01%
+50
1429
$3K ﹤0.01%
+41
1430
$3K ﹤0.01%
+198
1431
$3K ﹤0.01%
+58
1432
$3K ﹤0.01%
+98
1433
$3K ﹤0.01%
+153
1434
$3K ﹤0.01%
+60
1435
$3K ﹤0.01%
+100
1436
$3K ﹤0.01%
+15
1437
$3K ﹤0.01%
+95
1438
$3K ﹤0.01%
+59
1439
$3K ﹤0.01%
+62
1440
$3K ﹤0.01%
+24
1441
$3K ﹤0.01%
+20
1442
$3K ﹤0.01%
+151
1443
$3K ﹤0.01%
+5
1444
$3K ﹤0.01%
+48
1445
$3K ﹤0.01%
+240
1446
$3K ﹤0.01%
+67
1447
$3K ﹤0.01%
+36
1448
$3K ﹤0.01%
+69
1449
$3K ﹤0.01%
+99
1450
$3K ﹤0.01%
+155
56 57
58
59 60