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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
1651
$2K ﹤0.01%
+16
1652
$2K ﹤0.01%
+140
1653
$2K ﹤0.01%
+53
1654
$2K ﹤0.01%
+78
1655
$2K ﹤0.01%
+155
1656
$2K ﹤0.01%
+36
1657
$2K ﹤0.01%
+194
1658
$2K ﹤0.01%
+21
1659
$2K ﹤0.01%
+79
1660
$2K ﹤0.01%
+53
1661
$2K ﹤0.01%
+23
1662
$2K ﹤0.01%
+8
1663
$2K ﹤0.01%
+232
1664
$2K ﹤0.01%
+51
1665
$2K ﹤0.01%
+68
1666
$2K ﹤0.01%
+41
1667
$2K ﹤0.01%
+19
1668
$2K ﹤0.01%
+70
1669
$1K ﹤0.01%
+45
1670
$1K ﹤0.01%
+20
1671
$1K ﹤0.01%
+28
1672
$1K ﹤0.01%
+25
1673
$1K ﹤0.01%
+12
1674
$1K ﹤0.01%
+2
1675
$1K ﹤0.01%
+18
65 66
67
68 69