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
251
$209K 0.05%
7,523
+2,537
252
$208K 0.05%
4,738
-219
253
$208K 0.05%
9,392
+5,196
254
$196K 0.05%
478
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255
$196K 0.05%
1,873
-955
256
$195K 0.05%
4,616
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257
$190K 0.05%
516
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258
$189K 0.05%
6,400
-94
259
$187K 0.05%
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260
$182K 0.05%
5,750
+3,950
261
$182K 0.05%
4,562
+2,286
262
$179K 0.05%
5,757
+5,279
263
$177K 0.04%
769
+116
264
$175K 0.04%
2,881
+120
265
$175K 0.04%
1,630
+1,352
266
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268
$172K 0.04%
7,112
+5,127
269
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4,540
+1,530
270
$167K 0.04%
5,001
+3,229
271
$164K 0.04%
3,592
+407
272
$164K 0.04%
5,024
+753
273
$163K 0.04%
6,256
+2,137
274
$163K 0.04%
542
+185
275
$160K 0.04%
1,293
-227
9 10
11
12 13