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
1901
$11.8K ﹤0.01%
352
-26
1902
$11.7K ﹤0.01%
281
+14
1903
$11.7K ﹤0.01%
104
+8
1904
$11.7K ﹤0.01%
425
1905
$11.7K ﹤0.01%
135
-25
1906
$11.7K ﹤0.01%
126
+14
1907
$11.6K ﹤0.01%
378
+244
1908
$11.6K ﹤0.01%
75
-5
1909
$11.6K ﹤0.01%
813
-39
1910
$11.6K ﹤0.01%
316
1911
$11.5K ﹤0.01%
139
-1
1912
$11.5K ﹤0.01%
100
1913
$11.5K ﹤0.01%
374
+16
1914
$11.5K ﹤0.01%
2,160
-3,350
1915
$11.4K ﹤0.01%
77
+19
1916
$11.4K ﹤0.01%
122
-32
1917
$11.4K ﹤0.01%
148
+88
1918
$11.4K ﹤0.01%
37
+3
1919
$11.3K ﹤0.01%
772
+762
1920
$11.3K ﹤0.01%
3,000
1921
$11.3K ﹤0.01%
164
+107
1922
$11.3K ﹤0.01%
607
-385
1923
$11.3K ﹤0.01%
207
+118
1924
$11.2K ﹤0.01%
1,194
+595
1925
$11.2K ﹤0.01%
180
+117
75 76
77
78 79