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
$660M
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,487
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.79M
3
+$9.5M
4
IAU icon
iShares Gold Trust
IAU
+$8.79M
5
PGR icon
Progressive
PGR
+$7.81M

Top Sells

1
+$5.48M
2
+$1.03M
3
+$962K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$768K
5
MA icon
Mastercard
MA
+$727K

Sector Composition

1 Technology 10.29%
2 Financials 8.03%
3 Consumer Discretionary 6.13%
4 Healthcare 4.93%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$6.9K ﹤0.01%
49
1477
$6.89K ﹤0.01%
+172
1478
$6.87K ﹤0.01%
+209
1479
$6.84K ﹤0.01%
181
1480
$6.84K ﹤0.01%
81
-6
1481
$6.82K ﹤0.01%
34
1482
$6.79K ﹤0.01%
362
-118
1483
$6.75K ﹤0.01%
192
1484
$6.73K ﹤0.01%
+2,503
1485
$6.7K ﹤0.01%
+110
1486
$6.68K ﹤0.01%
108
1487
$6.68K ﹤0.01%
117
-27
1488
$6.68K ﹤0.01%
829
-6,356
1489
$6.67K ﹤0.01%
84
1490
$6.59K ﹤0.01%
121
-128
1491
$6.58K ﹤0.01%
+230
1492
$6.56K ﹤0.01%
+280
1493
$6.56K ﹤0.01%
455
1494
$6.55K ﹤0.01%
98
-213
1495
$6.55K ﹤0.01%
599
1496
$6.51K ﹤0.01%
118
+77
1497
$6.51K ﹤0.01%
+730
1498
$6.5K ﹤0.01%
+775
1499
$6.47K ﹤0.01%
+2,186
1500
$6.44K ﹤0.01%
285
58 59
60
61 62