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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
1551
$2K ﹤0.01%
+170
1552
$2K ﹤0.01%
24
-150
1553
$2K ﹤0.01%
+47
1554
$2K ﹤0.01%
158
1555
$2K ﹤0.01%
27
1556
$2K ﹤0.01%
21
1557
$2K ﹤0.01%
+70
1558
$2K ﹤0.01%
101
1559
$2K ﹤0.01%
55
1560
$2K ﹤0.01%
27
-1
1561
$2K ﹤0.01%
168
-237
1562
$2K ﹤0.01%
20
+10
1563
$2K ﹤0.01%
53
-52
1564
$2K ﹤0.01%
+52
1565
$2K ﹤0.01%
142
-2,012
1566
$2K ﹤0.01%
31
1567
$2K ﹤0.01%
65
1568
$2K ﹤0.01%
25
-70
1569
$2K ﹤0.01%
+63
1570
$2K ﹤0.01%
+67
1571
$2K ﹤0.01%
232
-2,304
1572
$2K ﹤0.01%
92
1573
$2K ﹤0.01%
100
1574
$2K ﹤0.01%
200
1575
$2K ﹤0.01%
+24
61 62
63
64 65