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
251
$214K 0.06%
902
+60
252
$209K 0.05%
6,242
-191
253
$206K 0.05%
+2,312
254
$202K 0.05%
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-1
255
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11,525
256
$201K 0.05%
156
+74
257
$199K 0.05%
6,877
+1,627
258
$197K 0.05%
1,624
-11
259
$197K 0.05%
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260
$196K 0.05%
1,851
-3,645
261
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418
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262
$194K 0.05%
832
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263
$192K 0.05%
465
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264
$189K 0.05%
7,703
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265
$187K 0.05%
107
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266
$185K 0.05%
814
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267
$184K 0.05%
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$183K 0.05%
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382
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271
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2,905
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272
$177K 0.05%
1,940
-23
273
$176K 0.05%
727
+365
274
$175K 0.05%
3,244
+808
275
$175K 0.05%
9,899
+7,614
9 10
11
12 13