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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
1626
$1K ﹤0.01%
36
1627
$1K ﹤0.01%
40
-175
1628
$1K ﹤0.01%
1,250
1629
$1K ﹤0.01%
213
1630
$1K ﹤0.01%
+33
1631
$1K ﹤0.01%
73
1632
$1K ﹤0.01%
20
1633
$1K ﹤0.01%
10
1634
$1K ﹤0.01%
31
1635
$1K ﹤0.01%
14
1636
$1K ﹤0.01%
140
1637
$1K ﹤0.01%
14
1638
$1K ﹤0.01%
16
+4
1639
$1K ﹤0.01%
20
1640
$1K ﹤0.01%
5
1641
$1K ﹤0.01%
174
1642
$1K ﹤0.01%
250
1643
$1K ﹤0.01%
50
-87
1644
$1K ﹤0.01%
51
1645
$1K ﹤0.01%
4
1646
$1K ﹤0.01%
30
1647
$1K ﹤0.01%
323
-72
1648
$1K ﹤0.01%
32
1649
$1K ﹤0.01%
90
-125
1650
$1K ﹤0.01%
12
64 65
66
67 68