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
1626
$2K ﹤0.01%
+41
1627
$2K ﹤0.01%
+19
1628
$2K ﹤0.01%
+70
1629
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+33
1630
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+38
1631
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+15
1632
$2K ﹤0.01%
+38
1633
$2K ﹤0.01%
+153
1634
$2K ﹤0.01%
+21
1635
$2K ﹤0.01%
+51
1636
$2K ﹤0.01%
+48
1637
$2K ﹤0.01%
+83
1638
$2K ﹤0.01%
+43
1639
$2K ﹤0.01%
+16
1640
$2K ﹤0.01%
+286
1641
$2K ﹤0.01%
+23
1642
$2K ﹤0.01%
+23
1643
$2K ﹤0.01%
+44
1644
$2K ﹤0.01%
+15
1645
$2K ﹤0.01%
+266
1646
$2K ﹤0.01%
+74
1647
$2K ﹤0.01%
+140
1648
$2K ﹤0.01%
+215
1649
$2K ﹤0.01%
+112
1650
$2K ﹤0.01%
+386
64 65
66
67 68