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
$660M
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,487
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.79M
3
+$9.5M
4
IAU icon
iShares Gold Trust
IAU
+$8.79M
5
PGR icon
Progressive
PGR
+$7.81M

Top Sells

1
+$5.48M
2
+$1.03M
3
+$962K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$768K
5
MA icon
Mastercard
MA
+$727K

Sector Composition

1 Technology 10.29%
2 Financials 8.03%
3 Consumer Discretionary 6.13%
4 Healthcare 4.93%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$1.87K ﹤0.01%
19
1927
$1.87K ﹤0.01%
43
+20
1928
$1.86K ﹤0.01%
+970
1929
$1.86K ﹤0.01%
155
+36
1930
$1.86K ﹤0.01%
232
-129
1931
$1.86K ﹤0.01%
100
1932
$1.85K ﹤0.01%
180
1933
$1.84K ﹤0.01%
51
-369
1934
$1.84K ﹤0.01%
+244
1935
$1.84K ﹤0.01%
+45
1936
$1.84K ﹤0.01%
119
1937
$1.83K ﹤0.01%
35
-1,095
1938
$1.83K ﹤0.01%
37
1939
$1.83K ﹤0.01%
+198
1940
$1.82K ﹤0.01%
20
1941
$1.82K ﹤0.01%
+250
1942
$1.81K ﹤0.01%
57
-179
1943
$1.81K ﹤0.01%
101
1944
$1.8K ﹤0.01%
142
1945
$1.8K ﹤0.01%
+767
1946
$1.8K ﹤0.01%
50
-108
1947
$1.8K ﹤0.01%
21
-295
1948
$1.78K ﹤0.01%
34
-1,337
1949
$1.78K ﹤0.01%
46
+13
1950
$1.77K ﹤0.01%
+68
76 77
78
79 80