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
2401
– –
-1,940
2402
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-21
2403
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2404
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-31
2405
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-34
2406
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2407
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-109
2408
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-250
2409
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-24
2410
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-44
2411
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-4
2412
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-5,726
2413
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-208
2414
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-34
2415
– –
-1
2416
– –
-1,028
2417
– –
-601
2418
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-130
2419
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-21
2420
– –
-254
2421
– –
-96
2422
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-38
2423
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-92
2424
– –
-59
2425
– –
-116
95 96
97
98 99