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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
1676
$1K ﹤0.01%
+38
1677
$1K ﹤0.01%
+6
1678
$1K ﹤0.01%
+50
1679
$1K ﹤0.01%
+10
1680
$1K ﹤0.01%
+7
1681
$1K ﹤0.01%
+27
1682
$1K ﹤0.01%
+21
1683
$1K ﹤0.01%
+17
1684
$1K ﹤0.01%
+30
1685
$1K ﹤0.01%
+20
1686
$1K ﹤0.01%
+35
1687
$1K ﹤0.01%
+73
1688
$1K ﹤0.01%
+32
1689
$1K ﹤0.01%
+100
1690
$1K ﹤0.01%
+4
1691
$1K ﹤0.01%
+8
1692
$1K ﹤0.01%
+36
1693
$1K ﹤0.01%
+64
1694
$1K ﹤0.01%
+153
1695
$1K ﹤0.01%
+27
1696
$1K ﹤0.01%
+5
1697
$1K ﹤0.01%
+150
1698
$1K ﹤0.01%
+4
1699
$1K ﹤0.01%
+174
1700
$1K ﹤0.01%
+9
66 67
68
69 70