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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
1576
$2K ﹤0.01%
+17
1577
$2K ﹤0.01%
3
-11
1578
$2K ﹤0.01%
75
+60
1579
$2K ﹤0.01%
182
-148
1580
$2K ﹤0.01%
48
-44
1581
$2K ﹤0.01%
74
1582
$2K ﹤0.01%
112
1583
$2K ﹤0.01%
+62
1584
$2K ﹤0.01%
113
1585
$2K ﹤0.01%
7
-5
1586
$2K ﹤0.01%
147
-921
1587
$2K ﹤0.01%
14
1588
$2K ﹤0.01%
79
1589
$2K ﹤0.01%
15
-52
1590
$2K ﹤0.01%
138
1591
$2K ﹤0.01%
15
-36
1592
$2K ﹤0.01%
40
1593
$2K ﹤0.01%
+328
1594
$2K ﹤0.01%
258
1595
$2K ﹤0.01%
175
-65
1596
$2K ﹤0.01%
+86
1597
$2K ﹤0.01%
240
1598
$2K ﹤0.01%
69
-421
1599
$2K ﹤0.01%
38
1600
$2K ﹤0.01%
+27
62 63
64
65 66