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
1501
$6.43K ﹤0.01%
58
+42
1502
$6.43K ﹤0.01%
220
-25
1503
$6.41K ﹤0.01%
+97
1504
$6.39K ﹤0.01%
151
+56
1505
$6.38K ﹤0.01%
142
1506
$6.37K ﹤0.01%
439
-69
1507
$6.36K ﹤0.01%
1,078
1508
$6.35K ﹤0.01%
+134
1509
$6.35K ﹤0.01%
64
1510
$6.35K ﹤0.01%
133
-85
1511
$6.33K ﹤0.01%
257
1512
$6.33K ﹤0.01%
135
1513
$6.3K ﹤0.01%
894
+62
1514
$6.3K ﹤0.01%
1,053
1515
$6.29K ﹤0.01%
333
-13
1516
$6.24K ﹤0.01%
30
-369
1517
$6.24K ﹤0.01%
956
+600
1518
$6.22K ﹤0.01%
489
-11
1519
$6.22K ﹤0.01%
345
1520
$6.21K ﹤0.01%
146
-69
1521
$6.2K ﹤0.01%
227
1522
$6.18K ﹤0.01%
443
-152
1523
$6.18K ﹤0.01%
120
+3
1524
$6.18K ﹤0.01%
76
1525
$6.16K ﹤0.01%
175
59 60
61
62 63