EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$7.42M
3
+$7.23M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.21M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$7.08M

Top Sells

1
+$7.05M
2
+$2.74M
3
+$2.57M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.1M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.74M

Sector Composition

1 Technology 12.25%
2 Financials 6.72%
3 Consumer Discretionary 6.69%
4 Industrials 3.4%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$15.2K ﹤0.01%
214
-28
1777
$15.2K ﹤0.01%
1,754
-334
1778
$15.2K ﹤0.01%
390
-53
1779
$15.2K ﹤0.01%
322
+1
1780
$15.1K ﹤0.01%
723
+546
1781
$15.1K ﹤0.01%
365
1782
$15.1K ﹤0.01%
+1,350
1783
$15.1K ﹤0.01%
178
+58
1784
$15K ﹤0.01%
97
+8
1785
$15K ﹤0.01%
514
-798
1786
$15K ﹤0.01%
430
+81
1787
$15K ﹤0.01%
769
1788
$14.9K ﹤0.01%
37
+20
1789
$14.9K ﹤0.01%
329
+254
1790
$14.9K ﹤0.01%
1,138
+118
1791
$14.9K ﹤0.01%
334
+47
1792
$14.9K ﹤0.01%
655
+195
1793
$14.8K ﹤0.01%
63
1794
$14.8K ﹤0.01%
190
+11
1795
$14.8K ﹤0.01%
378
+96
1796
$14.8K ﹤0.01%
612
+52
1797
$14.8K ﹤0.01%
728
+197
1798
$14.7K ﹤0.01%
456
1799
$14.7K ﹤0.01%
1,239
-484
1800
$14.7K ﹤0.01%
3,613
-658
70 71
72
73 74