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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
1426
$3K ﹤0.01%
+53
1427
$3K ﹤0.01%
9
+3
1428
$3K ﹤0.01%
93
-3
1429
$3K ﹤0.01%
99
1430
$3K ﹤0.01%
+28
1431
$3K ﹤0.01%
+43
1432
$3K ﹤0.01%
655
1433
$3K ﹤0.01%
90
1434
$3K ﹤0.01%
215
1435
$3K ﹤0.01%
67
1436
$3K ﹤0.01%
346
+110
1437
$3K ﹤0.01%
+400
1438
$3K ﹤0.01%
+1,107
1439
$3K ﹤0.01%
126
1440
$3K ﹤0.01%
8
-9
1441
$3K ﹤0.01%
50
-1
1442
$3K ﹤0.01%
67
-3
1443
$3K ﹤0.01%
228
1444
$3K ﹤0.01%
50
1445
$3K ﹤0.01%
984
1446
$3K ﹤0.01%
188
1447
$3K ﹤0.01%
208
-112
1448
$3K ﹤0.01%
128
-560
1449
$3K ﹤0.01%
96
-111
1450
$3K ﹤0.01%
60
56 57
58
59 60