We are live on ! Find out more
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
$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 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
– –
-183
2377
– –
-61
2378
– –
-686
2379
– –
-346
2380
– –
-403
2381
– –
-462
2382
– –
-126
2383
– –
-82
2384
– –
-134
2385
– –
-153
2386
– –
-15
2387
– –
-206
2388
– –
-4,276
2389
– –
-3,030
2390
– –
-19
2391
– –
-372
2392
– –
-1,832
2393
– –
-250
2394
– –
-310
2395
– –
-6,615
2396
– –
-486
2397
– –
-421
2398
– –
-465
2399
– –
-12
2400
– –
-240
94 95
96
97 98