We are live on ! Find out more
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
1676
$1K ﹤0.01%
33
1677
$1K ﹤0.01%
30
1678
$1K ﹤0.01%
240
1679
$1K ﹤0.01%
142
-396
1680
$1K ﹤0.01%
500
1681
$1K ﹤0.01%
+30
1682
$1K ﹤0.01%
121
1683
$1K ﹤0.01%
135
1684
$1K ﹤0.01%
29
1685
$1K ﹤0.01%
1,000
1686
– –
0
1687
$0 ﹤0.01%
2
1688
– –
-315
1689
$0 ﹤0.01%
47
-17
1690
$0 ﹤0.01%
40
1691
– –
-1
1692
$0 ﹤0.01%
1
1693
– –
-99
1694
– –
-261
1695
– –
-59
1696
– –
-274
1697
– –
-712
1698
– –
-183
1699
– –
-2,652
1700
– –
-2,029
66 67
68
69 70