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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
1601
$2K ﹤0.01%
+269
1602
$2K ﹤0.01%
+158
1603
$2K ﹤0.01%
+24
1604
$2K ﹤0.01%
+133
1605
$2K ﹤0.01%
+25
1606
$2K ﹤0.01%
+29
1607
$2K ﹤0.01%
+157
1608
$2K ﹤0.01%
+138
1609
$2K ﹤0.01%
+6
1610
$2K ﹤0.01%
+24
1611
$2K ﹤0.01%
+19
1612
$2K ﹤0.01%
+40
1613
$2K ﹤0.01%
+67
1614
$2K ﹤0.01%
+97
1615
$2K ﹤0.01%
+258
1616
$2K ﹤0.01%
+101
1617
$2K ﹤0.01%
+259
1618
$2K ﹤0.01%
+6
1619
$2K ﹤0.01%
+55
1620
$2K ﹤0.01%
+110
1621
$2K ﹤0.01%
+17
1622
$2K ﹤0.01%
+118
1623
$2K ﹤0.01%
+634
1624
$2K ﹤0.01%
+150
1625
$2K ﹤0.01%
+28
63 64
65
66 67