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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
2051
$9K ﹤0.01%
500
2052
$9K ﹤0.01%
314
+37
2053
$8.99K ﹤0.01%
126
-22
2054
$8.97K ﹤0.01%
555
+265
2055
$8.96K ﹤0.01%
683
+100
2056
$8.9K ﹤0.01%
90
-74
2057
$8.9K ﹤0.01%
373
2058
$8.89K ﹤0.01%
254
+1
2059
$8.89K ﹤0.01%
1,076
-42
2060
$8.89K ﹤0.01%
145
+3
2061
$8.88K ﹤0.01%
2,940
2062
$8.88K ﹤0.01%
67
-7
2063
$8.87K ﹤0.01%
+98
2064
$8.86K ﹤0.01%
172
+107
2065
$8.85K ﹤0.01%
446
-99
2066
$8.85K ﹤0.01%
728
+549
2067
$8.84K ﹤0.01%
761
-314
2068
$8.82K ﹤0.01%
+98
2069
$8.77K ﹤0.01%
+71
2070
$8.77K ﹤0.01%
106
-1
2071
$8.76K ﹤0.01%
700
2072
$8.72K ﹤0.01%
1,839
-385
2073
$8.71K ﹤0.01%
269
-292
2074
$8.7K ﹤0.01%
123
+9
2075
$8.65K ﹤0.01%
590
81 82
83
84 85