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
$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 3.36%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$3K ﹤0.01%
+46
1477
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+67
1478
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+93
1479
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1480
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1481
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+313
1482
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+302
1483
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+39
1484
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+67
1485
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+6
1486
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+768
1487
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1488
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+395
1489
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+100
1490
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+70
1491
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+396
1492
$2K ﹤0.01%
+51
1493
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+113
1494
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+24
1495
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+133
1496
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+6
1497
$2K ﹤0.01%
+24
1498
$2K ﹤0.01%
+120
1499
$2K ﹤0.01%
+37
1500
$2K ﹤0.01%
+154
58 59
60
61 62