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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
1976
$10.3K ﹤0.01%
570
-21
1977
$10.2K ﹤0.01%
453
-245
1978
$10.2K ﹤0.01%
820
+139
1979
$10.2K ﹤0.01%
376
+28
1980
$10.2K ﹤0.01%
1,738
+1,156
1981
$10.2K ﹤0.01%
632
+6
1982
$10.2K ﹤0.01%
335
1983
$10.2K ﹤0.01%
41
1984
$10.2K ﹤0.01%
459
-31
1985
$10.2K ﹤0.01%
3,356
+87
1986
$10.2K ﹤0.01%
972
-307
1987
$10.1K ﹤0.01%
3,651
+449
1988
$10.1K ﹤0.01%
2,306
-719
1989
$10.1K ﹤0.01%
534
-598
1990
$10K ﹤0.01%
403
+104
1991
$9.99K ﹤0.01%
110
+6
1992
$9.98K ﹤0.01%
+500
1993
$9.98K ﹤0.01%
300
1994
$9.98K ﹤0.01%
187
+19
1995
$9.97K ﹤0.01%
294
+30
1996
$9.89K ﹤0.01%
623
+618
1997
$9.89K ﹤0.01%
73
+11
1998
$9.88K ﹤0.01%
1,797
+97
1999
$9.88K ﹤0.01%
2,500
2000
$9.86K ﹤0.01%
128
+11
78 79
80
81 82