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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
$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
1876
– –
-13
1877
– –
-53
1878
– –
-39
1879
– –
-19
1880
– –
-120
1881
– –
-5
1882
$0 ﹤0.01%
5
1883
$0 ﹤0.01%
16
1884
– –
-27
1885
– –
-6
1886
$0 ﹤0.01%
14
-37
1887
– –
-313
1888
– –
-789
1889
– –
-1,268
1890
$0 ﹤0.01%
1
-47
1891
$0 ﹤0.01%
6
-30
1892
– –
-120
1893
$0 ﹤0.01%
20
1894
– –
-158
1895
– –
0
1896
– –
0
1897
– –
-24
1898
– –
-162
1899
$0 ﹤0.01%
+22
1900
– –
-250
74 75
76
77 78