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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
1701
$1K ﹤0.01%
+44
1702
$1K ﹤0.01%
+50
1703
$1K ﹤0.01%
+21
1704
$1K ﹤0.01%
+240
1705
$1K ﹤0.01%
+40
1706
$1K ﹤0.01%
+54
1707
$1K ﹤0.01%
+63
1708
$1K ﹤0.01%
+51
1709
$1K ﹤0.01%
+126
1710
$1K ﹤0.01%
+2
1711
$1K ﹤0.01%
+54
1712
$1K ﹤0.01%
+57
1713
$1K ﹤0.01%
+3
1714
$1K ﹤0.01%
+169
1715
$1K ﹤0.01%
+4
1716
$1K ﹤0.01%
+48
1717
$1K ﹤0.01%
+25
1718
0
1719
$1K ﹤0.01%
+23
1720
$1K ﹤0.01%
+44
1721
$1K ﹤0.01%
+6
1722
$1K ﹤0.01%
+30
1723
$1K ﹤0.01%
+135
1724
$1K ﹤0.01%
+82
1725
$1K ﹤0.01%
+29