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
$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 3.36%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$2K ﹤0.01%
+33
1552
$2K ﹤0.01%
+109
1553
$2K ﹤0.01%
+44
1554
$2K ﹤0.01%
+32
1555
$2K ﹤0.01%
+50
1556
$2K ﹤0.01%
+28
1557
$2K ﹤0.01%
+170
1558
$2K ﹤0.01%
+63
1559
$2K ﹤0.01%
+163
1560
$2K ﹤0.01%
+90
1561
$2K ﹤0.01%
+20
1562
$2K ﹤0.01%
+68
1563
$2K ﹤0.01%
+39
1564
$2K ﹤0.01%
+53
1565
$2K ﹤0.01%
+164
1566
$2K ﹤0.01%
+18
1567
$2K ﹤0.01%
+52
1568
$2K ﹤0.01%
+4
1569
$2K ﹤0.01%
+16
1570
$2K ﹤0.01%
+53
1571
$2K ﹤0.01%
+82
1572
$2K ﹤0.01%
+74
1573
$2K ﹤0.01%
+413
1574
$2K ﹤0.01%
+43
1575
$2K ﹤0.01%
+63
61 62
63
64 65