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
$1.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$7.42M
3
+$7.23M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.21M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$7.08M

Top Sells

1
+$7.05M
2
+$2.74M
3
+$2.57M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.1M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.74M

Sector Composition

1 Technology 12.25%
2 Financials 6.72%
3 Consumer Discretionary 6.69%
4 Industrials 3.4%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$29.7K ﹤0.01%
126
+12
1427
$29.6K ﹤0.01%
2,508
+898
1428
$29.6K ﹤0.01%
1,900
-221
1429
$29.5K ﹤0.01%
1,063
1430
$29.5K ﹤0.01%
406
1431
$29.5K ﹤0.01%
479
-18
1432
$29.4K ﹤0.01%
1,863
+83
1433
$29.4K ﹤0.01%
522
+513
1434
$29.4K ﹤0.01%
541
+183
1435
$29.3K ﹤0.01%
982
1436
$29.2K ﹤0.01%
227
+134
1437
$29.2K ﹤0.01%
212
-3
1438
$29.2K ﹤0.01%
326
-7
1439
$29.1K ﹤0.01%
236
+84
1440
$29.1K ﹤0.01%
298
+109
1441
$28.8K ﹤0.01%
531
+507
1442
$28.7K ﹤0.01%
244
+14
1443
$28.7K ﹤0.01%
359
-2
1444
$28.6K ﹤0.01%
826
+60
1445
$28.6K ﹤0.01%
727
+557
1446
$28.5K ﹤0.01%
1,029
1447
$28.5K ﹤0.01%
7,089
-1,021
1448
$28.4K ﹤0.01%
2,281
-373
1449
$28.4K ﹤0.01%
928
-203
1450
$28.3K ﹤0.01%
214
-224
56 57
58
59 60