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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
1501
$2K ﹤0.01%
+286
1502
$2K ﹤0.01%
+23
1503
$2K ﹤0.01%
+44
1504
$2K ﹤0.01%
+15
1505
$2K ﹤0.01%
+266
1506
$2K ﹤0.01%
+74
1507
$2K ﹤0.01%
+215
1508
$2K ﹤0.01%
+386
1509
$2K ﹤0.01%
+67
1510
$2K ﹤0.01%
+159
1511
$2K ﹤0.01%
+16
1512
$2K ﹤0.01%
+75
1513
$2K ﹤0.01%
+30
1514
$2K ﹤0.01%
+197
1515
$2K ﹤0.01%
+120
1516
$2K ﹤0.01%
+38
1517
$2K ﹤0.01%
+154
1518
$2K ﹤0.01%
+29
1519
$2K ﹤0.01%
+109
1520
$2K ﹤0.01%
+194
1521
$2K ﹤0.01%
+65
1522
$2K ﹤0.01%
+109
1523
$2K ﹤0.01%
+47
1524
$2K ﹤0.01%
+100
1525
$2K ﹤0.01%
+215
59 60
61
62 63