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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
1576
$2K ﹤0.01%
+53
1577
$2K ﹤0.01%
+164
1578
$2K ﹤0.01%
+18
1579
$2K ﹤0.01%
+52
1580
$2K ﹤0.01%
+63
1581
$2K ﹤0.01%
+35
1582
$2K ﹤0.01%
+112
1583
$2K ﹤0.01%
+40
1584
$2K ﹤0.01%
+113
1585
$2K ﹤0.01%
+135
1586
$2K ﹤0.01%
+36
1587
$2K ﹤0.01%
+11
1588
$2K ﹤0.01%
+144
1589
$2K ﹤0.01%
+20
1590
$2K ﹤0.01%
+85
1591
$2K ﹤0.01%
+14
1592
$2K ﹤0.01%
+234
1593
$2K ﹤0.01%
+243
1594
$2K ﹤0.01%
+5
1595
$2K ﹤0.01%
+59
1596
$2K ﹤0.01%
+54
1597
$2K ﹤0.01%
+17
1598
$2K ﹤0.01%
+163
1599
$2K ﹤0.01%
+51
1600
$2K ﹤0.01%
+113
62 63
64
65 66