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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
$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
1951
$10.8K ﹤0.01%
141
+23
1952
$10.8K ﹤0.01%
+457
1953
$10.8K ﹤0.01%
260
+178
1954
$10.7K ﹤0.01%
265
-95
1955
$10.7K ﹤0.01%
465
+34
1956
$10.7K ﹤0.01%
+761
1957
$10.6K ﹤0.01%
486
-85
1958
$10.6K ﹤0.01%
172
+19
1959
$10.6K ﹤0.01%
301
1960
$10.6K ﹤0.01%
84
-20
1961
$10.6K ﹤0.01%
57
+11
1962
$10.5K ﹤0.01%
+300
1963
$10.5K ﹤0.01%
81
+14
1964
$10.5K ﹤0.01%
776
-192
1965
$10.4K ﹤0.01%
500
1966
$10.4K ﹤0.01%
925
1967
$10.4K ﹤0.01%
2,528
-3,222
1968
$10.4K ﹤0.01%
129
-22
1969
$10.4K ﹤0.01%
287
+106
1970
$10.3K ﹤0.01%
813
+4
1971
$10.3K ﹤0.01%
682
+165
1972
$10.3K ﹤0.01%
378
+372
1973
$10.3K ﹤0.01%
+1,000
1974
$10.3K ﹤0.01%
76
-97
1975
$10.3K ﹤0.01%
217
+16
77 78
79
80 81