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
$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
1776
$0 ﹤0.01%
+250
1777
$0 ﹤0.01%
+3
1778
$0 ﹤0.01%
+5
1779
$0 ﹤0.01%
+9
1780
0
1781
$0 ﹤0.01%
+4
1782
0
1783
$0 ﹤0.01%
+1
1784
$0 ﹤0.01%
+1
1785
$0 ﹤0.01%
+6
1786
0
1787
0