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
$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 4.37%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$2K ﹤0.01%
+1,138
1602
$2K ﹤0.01%
331
+97
1603
$2K ﹤0.01%
201
1604
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+63
1605
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54
1606
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200
1607
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76
-422
1608
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70
1609
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14
1610
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33
1611
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162
1612
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144
1613
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176
-910
1614
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5
-13
1615
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159
1616
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75
1617
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153
1618
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340
+71
1619
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158
1620
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27
1621
$1K ﹤0.01%
6
1622
$1K ﹤0.01%
25
-10
1623
$1K ﹤0.01%
33
1624
$1K ﹤0.01%
28
1625
$1K ﹤0.01%
50
-140
63 64
65
66 67