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
$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 4.37%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
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1827
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1828
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1829
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1830
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1831
$0 ﹤0.01%
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1832
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1833
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+9
1834
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1835
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1836
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1837
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-96
1838
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1839
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1840
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1841
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-347
1842
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-4,240
1843
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1844
$0 ﹤0.01%
2
1845
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1846
$0 ﹤0.01%
47
-17
1847
$0 ﹤0.01%
40
1848
– –
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1849
$0 ﹤0.01%
1
1850
– –
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72 73
74
75 76