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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
1476
$3K ﹤0.01%
+50
1477
$3K ﹤0.01%
+454
1478
$3K ﹤0.01%
+56
1479
$3K ﹤0.01%
+19
1480
$3K ﹤0.01%
+11
1481
$3K ﹤0.01%
+137
1482
$3K ﹤0.01%
+108
1483
$3K ﹤0.01%
+75
1484
$3K ﹤0.01%
+22
1485
$3K ﹤0.01%
+46
1486
$3K ﹤0.01%
+96
1487
$3K ﹤0.01%
+90
1488
$3K ﹤0.01%
+302
1489
$3K ﹤0.01%
+6
1490
$3K ﹤0.01%
+768
1491
$3K ﹤0.01%
+96
1492
$2K ﹤0.01%
+38
1493
$2K ﹤0.01%
+15
1494
$2K ﹤0.01%
+38
1495
$2K ﹤0.01%
+21
1496
$2K ﹤0.01%
+51
1497
$2K ﹤0.01%
+48
1498
$2K ﹤0.01%
+83
1499
$2K ﹤0.01%
+43
1500
$2K ﹤0.01%
+16
58 59
60
61 62