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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
1526
$2K ﹤0.01%
38
1527
$2K ﹤0.01%
65
-81
1528
$2K ﹤0.01%
125
-386
1529
$2K ﹤0.01%
+16
1530
$2K ﹤0.01%
51
1531
$2K ﹤0.01%
295
1532
$2K ﹤0.01%
49
-134
1533
$2K ﹤0.01%
10
+8
1534
$2K ﹤0.01%
45
1535
$2K ﹤0.01%
68
1536
$2K ﹤0.01%
39
1537
$2K ﹤0.01%
392
-1,049
1538
$2K ﹤0.01%
+393
1539
$2K ﹤0.01%
71
-267
1540
$2K ﹤0.01%
+58
1541
$2K ﹤0.01%
155
1542
$2K ﹤0.01%
27
1543
$2K ﹤0.01%
135
1544
$2K ﹤0.01%
144
1545
$2K ﹤0.01%
176
-910
1546
$2K ﹤0.01%
5
-13
1547
$2K ﹤0.01%
+28
1548
$2K ﹤0.01%
888
-674
1549
$2K ﹤0.01%
35
-54
1550
$2K ﹤0.01%
23
60 61
62
63 64