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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
1451
$3K ﹤0.01%
+313
1452
$3K ﹤0.01%
+69
1453
$3K ﹤0.01%
+39
1454
$3K ﹤0.01%
+65
1455
$3K ﹤0.01%
+24
1456
$3K ﹤0.01%
+61
1457
$3K ﹤0.01%
+505
1458
$3K ﹤0.01%
+67
1459
$3K ﹤0.01%
+573
1460
$3K ﹤0.01%
+201
1461
$3K ﹤0.01%
+216
1462
$3K ﹤0.01%
+74
1463
$3K ﹤0.01%
+126
1464
$3K ﹤0.01%
+395
1465
$3K ﹤0.01%
+100
1466
$3K ﹤0.01%
+70
1467
$3K ﹤0.01%
+396
1468
$3K ﹤0.01%
+83
1469
$3K ﹤0.01%
+424
1470
$3K ﹤0.01%
+1,053
1471
$3K ﹤0.01%
+67
1472
$3K ﹤0.01%
+35
1473
$3K ﹤0.01%
+55
1474
$3K ﹤0.01%
+60
1475
$3K ﹤0.01%
+106
57 58
59
60 61