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
1601
$2K ﹤0.01%
+258
1602
$2K ﹤0.01%
+101
1603
$2K ﹤0.01%
+17
1604
$2K ﹤0.01%
+118
1605
$2K ﹤0.01%
+634
1606
$2K ﹤0.01%
+150
1607
$2K ﹤0.01%
+28
1608
$2K ﹤0.01%
+63
1609
$2K ﹤0.01%
+655
1610
$2K ﹤0.01%
+245
1611
$2K ﹤0.01%
+121
1612
$2K ﹤0.01%
+16
1613
$2K ﹤0.01%
+257
1614
$2K ﹤0.01%
+53
1615
$2K ﹤0.01%
+19
1616
$2K ﹤0.01%
+621
1617
$2K ﹤0.01%
+8
1618
$2K ﹤0.01%
+232
1619
$2K ﹤0.01%
+50
1620
$2K ﹤0.01%
+34
1621
$2K ﹤0.01%
+51
1622
$2K ﹤0.01%
+28
1623
$2K ﹤0.01%
+16
1624
$2K ﹤0.01%
+100
1625
$2K ﹤0.01%
+68
63 64
65
66 67