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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
1476
$3K ﹤0.01%
+159
1477
$3K ﹤0.01%
194
1478
$3K ﹤0.01%
96
+88
1479
$3K ﹤0.01%
206
1480
$3K ﹤0.01%
60
1481
$3K ﹤0.01%
129
+79
1482
$3K ﹤0.01%
22
+7
1483
$3K ﹤0.01%
18
-3
1484
$3K ﹤0.01%
525
-129
1485
$2K ﹤0.01%
340
+71
1486
$2K ﹤0.01%
54
1487
$2K ﹤0.01%
133
1488
$2K ﹤0.01%
25
1489
$2K ﹤0.01%
41
-32
1490
$2K ﹤0.01%
24
1491
$2K ﹤0.01%
138
+84
1492
$2K ﹤0.01%
60
1493
$2K ﹤0.01%
170
1494
$2K ﹤0.01%
50
1495
$2K ﹤0.01%
+71
1496
$2K ﹤0.01%
9
-28
1497
$2K ﹤0.01%
62
-34
1498
$2K ﹤0.01%
15
1499
$2K ﹤0.01%
266
1500
$2K ﹤0.01%
35
58 59
60
61 62