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
$388M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$3.73M
3
+$3.56M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.05M

Top Sells

1
+$5.12M
2
+$1.01M
3
+$933K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$694K
5
CDW icon
CDW
CDW
+$634K

Sector Composition

1 Technology 13.19%
2 Financials 6.25%
3 Industrials 5.44%
4 Healthcare 5.1%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$264K 0.07%
+2,625
227
$264K 0.07%
5,777
+2,185
228
$263K 0.07%
2,055
+517
229
$260K 0.07%
19,637
+15,591
230
$259K 0.07%
4,171
-686
231
$259K 0.07%
17,696
+6,001
232
$257K 0.07%
13,788
-534
233
$255K 0.07%
8,532
-1,896
234
$254K 0.07%
1,134
+217
235
$254K 0.07%
12,069
+6,886
236
$252K 0.07%
5,969
-47
237
$248K 0.06%
9,500
+3,750
238
$245K 0.06%
2,903
-28
239
$243K 0.06%
1,353
-25
240
$236K 0.06%
2,592
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241
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2,492
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242
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5,030
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243
$231K 0.06%
825
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244
$222K 0.06%
1,947
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245
$219K 0.06%
2,920
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246
$218K 0.06%
685
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247
$218K 0.06%
887
-287
248
$216K 0.06%
7,605
+1,205
249
$216K 0.06%
3,095
+1,588
250
$215K 0.06%
4,851
+347
8 9
10
11 12