EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,935
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$2.8M
3
+$2.04M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.83M

Top Sells

1
+$4.4M
2
+$1.91M
3
+$1.54M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.17M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$778K

Sector Composition

1 Technology 13.74%
2 Financials 6.04%
3 Industrials 4.36%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$255K 0.06%
6,918
+1,758
227
$255K 0.06%
4,963
+2,597
228
$253K 0.06%
842
+24
229
$252K 0.06%
340
+238
230
$249K 0.06%
1,781
+1,565
231
$248K 0.06%
106
+4
232
$248K 0.06%
1,538
+144
233
$246K 0.06%
906
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234
$245K 0.06%
6,433
+1,227
235
$236K 0.06%
7,054
-197
236
$235K 0.06%
2,103
+60
237
$235K 0.06%
1,538
-26
238
$233K 0.06%
11,695
+9,987
239
$231K 0.06%
15,650
+500
240
$230K 0.06%
5,182
+881
241
$229K 0.06%
917
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242
$226K 0.06%
2,867
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243
$224K 0.06%
1,635
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244
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1,595
+28
245
$221K 0.06%
1,204
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246
$220K 0.06%
1,605
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247
$217K 0.06%
5,709
-672
248
$217K 0.06%
11,525
+5,219
249
$212K 0.05%
1,963
+18
250
$209K 0.05%
2,065
+251
8 9
10
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