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
1651
$2K ﹤0.01%
+78
1652
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+155
1653
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+36
1654
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+194
1655
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+26
1656
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+36
1657
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+11
1658
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+67
1659
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+20
1660
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+85
1661
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+234
1662
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+159
1663
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+16
1664
$2K ﹤0.01%
+243
1665
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+75
1666
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+163
1667
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+30
1668
$2K ﹤0.01%
+197
1669
$1K ﹤0.01%
+20
1670
$1K ﹤0.01%
+28
1671
$1K ﹤0.01%
+7
1672
$1K ﹤0.01%
+27
1673
$1K ﹤0.01%
+21
1674
$1K ﹤0.01%
+17
1675
$1K ﹤0.01%
+100
65 66
67
68 69