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
1726
– –
-23
1727
– –
-53
1728
– –
-12
1729
– –
-151
1730
– –
-52
1731
– –
-82
1732
– –
-194
1733
– –
-444
1734
– –
-17
1735
– –
-48
1736
– –
-50
1737
$0 ﹤0.01%
3
1738
– –
-285
1739
– –
-395
1740
– –
-608
1741
– –
-151
1742
$0 ﹤0.01%
10
1743
– –
-108
1744
– –
-243
1745
$0 ﹤0.01%
+12
1746
– –
-1,678
1747
– –
-500
1748
– –
-6
1749
– –
-6
1750
– –
-90
68 69
70
71 72